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

To: jim kelley who wrote (43074)	5/27/2000 2:47:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; I really doubt that Via announced that they are going to put out an RDRAM chipset. (Of course I have been wrong maybe once or twice in the very distant past, but it doesn't happen often. :) It may be that they have a project on a back burner, but I don't seem to recall anybody announcing a chipset supporting RDRAM without Rambus being all over it. Remember the German magazine's post about DDR for Willy? Did you notice how I tried to pooh-pooh the idea? Did you see how the article got retracted a week later? These foreign news desks just get things wrong every now and then (as do the US ones, now that I think about it.) Via has been on the forefront of the DDR movement, and I doubt that they are in a position to quickly reverse course. But hey, its the middle of a 3-day weekend, and the news will doubtless be confirmed or denied well before trading starts Tuesday. So don't spoil a perfectly good weekend by wondering. Instead, everybody, assume what you will about this. -- Carl P.S. A thing to remember is that it is not a lack of RDRAM chipsets (or support from the chipset makers) that is making RDRAM expensive. Instead, it is lack of support from the memory makers. What RMBS needs is news that a memory maker is pumping up the volume and guaranteeing near parity pricing, not that another use has been found for RDRAM chips.