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

To: blake_paterson who wrote (43080)	5/27/2000 11:58:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Blake, Rambus IS the best technology, and the only DRAM technology that can scale right now to keep up with Moore's law. DDR is a legacy bandaid. DDR provides better critical beat latency, and higher peak bandwidth than DRDRAM. It may also cost quite a bit less. Scumbria

To: blake_paterson who wrote (43080)	5/27/2000 1:02:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

This makes perfect sense to me. We have been getting a lot of contradictory information for sometime. It peaked immediately after the DDR summit. This fits in also with Pompasander's argument.

To: blake_paterson who wrote (43080)	5/27/2000 5:39:00 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Blake, re: Via DDR chip sets. Crummy weather today so I checked in. Lot's of interesting speculation. Went back to the DDR summit foils from Via and here's some input. From the presentation, the VIA APOLLO PRO2000 is sampling this quarter with production next quarter. The roadmap shows VIA PRO2000 chip sets for Intel P6 and AMD. The chip sets support both PC133/DDR266. (A neat feature, I think). While it may be true Via now plans to do a Rambus chip set, I have a hard time believing the VIA PRO2000 has been killed less than two weeks after the summit. But I guess stranger things have happened. <g> JMHO's

To: blake_paterson who wrote (43080)	5/27/2000 8:25:00 PM
From: Alan Hume	Respond to of 93625

Blake, thank you for your well thought out and well written article Alan

To: blake_paterson who wrote (43080)	5/30/2000 9:17:00 PM
From: pheilman_	Respond to of 93625

A subtle issue about X-Box. All game consoles are sold below cost. The game companies make up the loss through licensing fees for the games. A competing US vendor can bring a case against the Japanese manuf. of these game boxes for selling below cost. This has not been an issue since Atari left the game console market. Microsoft, manufacturing the X-Box, will have standing to sue Sony, Sega, and Nintendo. I doubt Microsoft will raise the price of the X-Box to cost to allow this suit to be brought.