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

To: Bilow who wrote (42651)	5/21/2000 1:46:00 AM
From: Pat Hughes	Read Replies (1) \| Respond to of 93625

PLUS - No Matter How much I lose on Rambus....I still have your trading system to recoup my losses.

To: Bilow who wrote (42651)	5/21/2000 9:27:00 AM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

There you go again Carl, you remain FOS. Full of spin, that is. Why do you continue to hammer on ma' and pa'? If you were straight up on this point, you would never invest a penny in any sectors other than memory. No biotek, especially. Under your theory, you are not qualified to risk your money in INCY. Of course INTC has (and has had) a backup plan, lest the BOD and senior management be fired for incompetence and lack of fiduciary responsibility. And Bubba (or ma' and pa', if you like) knows this. Will they execute on this plan? Different question. In my uneducated, Bubba-like opinion, I view this as totally unrelated to the technology itself, which you say is dead, dead dead. A claim that is full of spin. Production issue? Yes. Production Technology issue? Yes. Inflection point? Yes. In the meantime, key RMBS fundamentals haven't changed: a. RDRAM is the INTC desktop memory roadmap for the future. b. Dell is 100% behind the RDRAM solution. c. Other boxbuilders are behind the RDRAM solution, to varying degrees. d. DDR will be the mainstream server solution for the foreseeable solution. e. No DDR chipset for desktops are available. Only alpha / beta. = No DDR desktop platform = No DDR desktop product = No DDR desktop demand = Desktop Vaporware! f. PC's are and will represent < 40% of RMBS applications for the next 5 years. Bubba

To: Bilow who wrote (42651)	5/21/2000 7:54:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Carl, It would be a real joke if everyone switched to DDR and then got yield problems and motherboard problems from their new support chipsets. It could happen! In fact it is likely to happen to AMD with their new performance products. Every product transition is accompanied by these risks. DDR is no different in this respect. It also does not solve the longer range problems of Processor memory bandwidth mismatch as the processors move up to 1.4 GHZ and beyond. Thus, I think that INTEL will follow through on its plans and deliver RDRAM for Willamette. It is just as risky for them to go the other direction at this late stage. The last time they tried a contingency plan fro RDRAM they got burnt with the MTH problem. I do not think they will go down this path again. Trying to support a multiplicity of memory types on the same processor is not an attractive solution for INTEL. It is fraught with the type of risk we have seen lately. It is clear that their system test processes are not sufficient to uncover problems like the MTH before volume shipment. This needs to be addressed by INTEL. One interesting point, RAMBUS says it has an operational prototype of its 1600 MHZ RDRAM. This means that that there is no inherent problem in building the 800 MHZ product. Yield problems are common in this phase of a new products life cycle. They are even more common with the microprocessors which are now approaching 1.4 GHZ. AMD has had yield problems with all of its processors. I find the yield argument unpersuasive since it is common to all complex chips.