Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (40019)	4/15/2000 7:07:00 PM
From: Dave B	Respond to of 93625

Scumbria, I really have no Rambus agenda. Point taken, since you are by far the least strident of the bears (and far less strident than most of the bulls as well). As a defender of AMD, however, I still believe you must have a small bias... Dave

To: Scumbria who wrote (40019)	4/15/2000 7:44:00 PM
From: jim kelley	Respond to of 93625

It looks like most of the cost issues which you have indicated are concerns have been addressed. The RDRAM apparently can be tested more efficiently than the DDR or even regular SDRAM. (Tanisys) The Sony application has demonstrated the cost effectiveness of a high performance system implemented with RDRAM. (PS-II) THe small price differential for RDRAM on DELL workstations and Dimension desktops is now between $100 and $200 per system. Next quarter I am sure it will be even less. The cost of RDRAM is coming down fast as the semi houses move up the learning curve. All the talk about the difficulty of manufacturing the product can be dispelled by Tate's estimates that 8-9 M units shipped in the first quarter.