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

To: Dave B who wrote (39817)	4/13/2000 2:30:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Dave, Then they said it wouldn't provide any better performance. Independent tests show that it does. I still disagree. The benchmarks in PC Magazine have too many uncontrolled variables to determine the impact of the DRAM type. Scumbria

To: Dave B who wrote (39817)	4/13/2000 2:50:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 93625

Actually, I think that's it's normal for a company to emphasize benchmarks that make their product look good. I really don't expect anything else. And as we know there are applications on which RAMBUS looks very good. Scumbria mentioned these. Price aspects we agree on...but don't you think there is a window of opportunity? If RAMBUS was cheap right now perhaps it would be a different story. The market might flow that way. Unfortunately, it isn't, so the technology may well embrace the more practical and free-er standard of DDR. Even given the choice of equal performance over all, I would think the market would flow to the open, cheaper architecture. As far as Intel. RE:". But so far the anti-Intel crowd has been wrong about everything else, so there's no reason to believe your accuracy will suddenly improve." -- It appears that you are banking on the idea that what Intel wants Intel gets. So far it seems that Rambus hasn't been able to live up to their end of the bargain. Neither has Intel for that matter. Intels RAMBUS optimised chipsets (820) have been less than stellar. Back in the fall they had to dumpster a bunch of motherboards. Their current flagship Pentium III doesn't yield well enough at sufficient speeds to warrant adding expensive Rambus to high end systems. Dell, case in point. Intel, IMHO, will do well, regardless. It's DRDRAMs penetration down the road that is a little up in the air right now... As long as Intel doesn't totally abandon Rambus...I guess there is hope. Meanwhile, the markets can't seem to figure out how to value this stock. Mark Eddlestone has had to make career changes before as well. Jim