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

To: Ali Chen who wrote (41572)	5/8/2000 12:32:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Ali, Dave, you are entrapping yourself with this. Ask yourself at what level they have this "visibility"? At executive and marketing level. Actually, you're showing your lack of understanding about how the major research houses operate. When they visit companies, they don't just talk to the marketing people. At these meetings you typically include R&D and manufacturing people as well since they are typically "sharing" environments -- you give a little, you get a little. The engineering and operational people are just as interested in what their competition is doing as the marketing people. As several people on this thread including Carl and myself have shown, none of the promises of RAMBUS "technology" withstand the reality check. Yes, we just saw one of Carl's predictions earlier tonight that RDRAM would never work in socketed configurations. Good prediction, that one. Got any more? BTW bumblebees, according to the engineers, can't fly, either. since the Rambus "technology" associates extra cost at EVERY STEP OF PRODUCTION and DEPLOYMENT as compared to SDRAM/DDRAM, it will always cost SIGNIFICANTLY more. Again, this shows your lack of understanding about the business environment. At the extreme case, suppose the industry was only going to build a total of 10 SDRAM chips this year. How expensive do you think those would be relative to the RDRAM chips? The answer is incredibly expensive. As RDRAM production volume increases, economies of scale will kick in and prices will come down. As SDRAM production decreases, prices will rise. At some point they'll cross. Simple business reality. Dave