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

To: Ali Chen who wrote (39810)	4/13/2000 2:16:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 93625

Ali, We know how benchmarks can be manipulated. As in the past, we know that MHz sells (TM). Actually I think this is part of the logic behind RAMBUS...that 600, 700, 800 has a marketing advantage over PC100, PC133, 266 etc.. Intel knows this as well. They also like to move technology into another room and burn the old room...all the while controlling the leading edge and profits. This was easy when the new technology was far superior to the old. This time it appears that may not be the case so it may not be so easy to steer the ship in Rambus' direction. Of course the greatest criteria of all, is cost. Down the road RAMBUS will be cheaper but by then it's market penetration may only be say 10% at best...as the flow may well be to the much cheaper DDR. Of course the wild card is the lawsuit over DDR. Is RAMBUS a form of DDR and does Rambus have an rights to it. It appears that RAMBUS is fighting for its life and it's dream of controlling future RAM technology. They are hoping the window of opportunity won't close... I'm going to do more study on the subject...go back into lurking for a while as much of this has probably already been discussed. Jim