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

To: Scumbria who wrote (39956)	4/15/2000 12:20:00 PM
From: multicollinearity	Read Replies (1) \| Respond to of 93625

Scumbria who wrote <Translation: The yields are horrible....The volumes of DRDRAM are small compared to SDRAM, yet the price is very high. Reports of poor DRDRAM yields abound, and have never been refuted> No one is debating that volume at this time is small relative to SDRAM, but small volume is not equivalent to a small manufacturing yield. Present volume is understandably low because we are still very early in the ramp. Your statement implies that the small volume is due to a problem with the manufacturing process. If this were true, then it would be a serious concern to a RMBS investor. All I am asking you to do is back up your claims with some evidence other than references to vague and unspecified anecdotal reports that carry little weight in the scientific community. Multico

To: Scumbria who wrote (39956)	4/15/2000 3:37:00 PM
From: Dave B	Respond to of 93625

Scumbria, The volumes of DRDRAM are small compared to SDRAM, yet the price is very high. Reports of poor DRDRAM yields abound, and have never been refuted. As an investor, you might want to keep an open mind. Absolutely, but one does have to be careful about opinions and BS being presented as facts. It never hurts to ask people for there sources, and then to factor into your investment decisions whether or not they can produce those sources. "Everyone knows..." and "Reports of..." is not a source. Dave