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

To: Bilow who wrote (42810)5/22/2000 7:28:00 PM
From: pompsander  Read Replies (2) | Respond to of 93625
 
<I know that what I am saying that Rambus will continue (temporarily) to be supported by Intel. In the long run, Rambus is dead, dead, dead. But it takes a long time to get new chipsets out, and until Intel gives itself enough of a Heimlich maneuver to get the Rambus out of its windpipe, you will continue to see Intel perform CPR on the twitching body of RDRAM. They're attached to each other>

Carl, I have rarely found you so elequent! And picturesque.
However, I believe the reports of RDRAM death are exaggerated. Now it is in "the long run". How long? If Rambus prospers for the next five years many investors will feel they did just fine by it. My cost basis is still in the mid-seventies. I'm fine.

Oh, and watch out for a ticked off Intel. No telling what they may be able to accomplish in the months ahead. It is a real source of pleasure to me to know we will all be around here discussing this claptrap in the year 2001. The Gateway news today is intriguing, no? Could the "market" be telling us something?



To: Bilow who wrote (42810)5/22/2000 8:03:00 PM
From: gnuman  Read Replies (1) | Respond to of 93625
 
Carl, re: <Every product that Intel came out with that used RDRAM to SDRAM translator technology was a disaster.>

You're assuming the solution is a translator for Tehama. Armador sounds like a chip set to me. And what if it supports SDRAM and DDR like the VIA chip set?

JMHO's



To: Bilow who wrote (42810)5/22/2000 11:47:00 PM
From: Captain Kirk  Respond to of 93625
 
"I mean, how would you like to be the guy who has to explain to Compaq that you are going to support Willy with a memory translator hub? The technology is slow, and worse yet, they've not got it to work reliably yet. Basically, it takes all the worst features of RDRAM and combines it with all the worst features of SDRAM. "

I guess they'll just have to use RIMMs instead of SDRAM!!!
what a shame!


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