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

To: Dave B who wrote (39845)	4/13/2000 5:32:00 PM
From: Ali Chen	Read Replies (3) \| Respond to of 93625

<It could be a number of reasons: 1) 2)...> I notice you put in the first place the concern that the technology is not sound. I think your subconscious works in the right way :) <..since they're hiring RDRAM engineers, they must have it somewhere in their plans for the future.> Unsubstantiated conclusion, to say mildly. Did it ever come to you that the experience in Rambus high-speed signal design, even negative, may be re-used for AMD's LDT projects? <but then why copy Intel processors - why not just create their own technology like ARM did?> This shows your limited understanding of the market. AMD does not copy Intel processors anymore. The last one was 486-classic. If you mean that they should not design processors for x86 Windows architecture but create something on their own, orthogonal to every OS and application software, then I never saw any more idiotic statement than that.

To: Dave B who wrote (39845)	4/14/2000 8:48:00 PM
From: Daniel Schuh	Read Replies (3) \| Respond to of 93625

You guys are nuts. Intel, which in general has really good engineering, and specificly has in the past produced really good chipsets and memory controllers for their processors, is sucking air on Rambus. Or is the 820, long delayed and apparently still sort of glitchy, supposed to be a great success story in the Rambus world view? AMD has barely been in the chipset business at all, for the Athlon it was a necessity that they produce something. If they wasted anything like the engineering manpower that Intel has no doubt dumped into Rambus support, AMD would be a very sick company. Maybe if Rambus can get somebody to produce DRDRAM that costs something within a factor of 2 of what SDRAM costs, people will start taking it seriously as computer memory. Sorry, but that doesn't seem immanent. So meanwhile, Rambus will keep blowing smoke about how they got exclusive patent rights to DDR memory, when the rising/falling edge clocking technique predates the existence of the company. They're sure to gain a lot of respect and admiration with that tact. Cheers, Dan.