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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Dave B who wrote (39779)	4/13/2000 10:07:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Dave, I tend to agree that the hotly disputed minutiae is no longer relevant in what has become a benchmark PR game for the hearts and minds of the buyers. Discussions of bandwidth and latency of components does not answer the question of the bandwidth and latency of a memory hierarchy comprised of caches, DRAM and disk which is in turn influenced by issues of program and data locality which differ from application to application. Only benchmarks can effectively resolve this. The anti Rambus group has not made its case in any convincing way. Using non extant DDR products for comparisons and asserting superior of the same simply does not cut it in the real world. The popular and hopefully independent benchmarks are the key. The Rambus proponents have not made a dent in the opposition either. But the independent benchmarks are compelling and undeniable. The attack on Jeff Mitchell, I think was unsavory and undeserved. He is using Micron and other published data at his web site. Hs web site is clean and not contaminated by the stock market opinions found at Tom's site. I would like to know from Rambus management if they have any more stock option surprises waiting for us next quarter. Also it would be desirable if the published for the shareholders the number of units shipped by all manufacturers. There should be no legal problem with releasing the aggregate number of units. One of the problems with royalty arrangements is that the manufacturers frequently do not report all their sales. I notice that Tate reported 2 M unit sales for calendar Q4-99 and Asia Biz Tech has the shipments at 3.45 M. What gives? Thanks for your good work Jim Kelley