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


To: MileHigh who wrote (43386)6/5/2000 9:04:00 AM
From: blake_paterson  Respond to of 93625
 
Welcome Back, Mile High. Here's a sample of what RMBS / INTC are up against:

simmtester.com

The most revealing excerpts:

<<.... In the roll out summit held at the San Jose Double Tree Hotel last week (May 18, 2000), the DDR memory was made official. That signifies the official market entry of the new type of memory............ Last week?s DDR Summit was partially sponsored by CMP publications including Electronic Business News and EE Times. As Steve Cholas puts it ?The job of the press is to tell the truth as it is. We have the obligation to report on both DDR technology just as much as on Rambus technology.? ..........

....DDR marketing campaign had just started
If last week?s DDR Summit was a marketing kick off, they sure did a very good job. When Todd Rovazzine of Silicon Tech started this idea, he had some difficulty to recruit the first few sponsors. After he got Micron Technologies , CMP Publications and DDRtester.Com as premiere sponsors, the snow ball just started rolling.....

....Major DDR marketing campaign is yet to come
Seeing the willingness of the players in the DDR industry to allied together, more marketing activities will definitely be planned in the future. AMII (memory industry?s marketing and infrastructure building arm) is taking the center stage to co-ordinate DDR marketing activities. Industry suppliers will be united together to put up major promotional programs. Future marketing target will target more towards educating end-users and local dealers. Do look forward for creative programs that will blow your socks.>>

So RMBS/INTC is up against CMP and friends. Meanwhile, back on this thread, the bashers, led by Carl Bilow, claim to be protecting us all from our own pocket books and claim to represent the voice of the memory design community, while refusing to reveal what type of company they work for or what they do for a living. Same old, same old. Trying to win the hearts and minds of us all in order to support this marketing effort. Who knows, maybe Carl's real name is Todd Rovazzine? Naahhh, that would be giving this gang too much credit (ggg).

Are you still spending time in Tejas? How's the golf game?

BP



To: MileHigh who wrote (43386)6/5/2000 7:45:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
MH,

Good to hear from you again. Hope all's well.

The PS2 chip-sales news should be good for RMBS (is that the correct phrasing, Scumbria? <G>). Sony has also announced that they're upping production to around 2M units per month, which will also help.

Take care,

Dave