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

To: gnuman who wrote (43731)	6/8/2000 12:17:00 PM
From: Jdaasoc	Respond to of 93625

richard: I hope this information is of some help. A major computer distributor has about 120 RDRAM SKU's on file. For a specific series of Compaq RDRAM SKU's there are about 150 pieces in stock and another 200 on order for all 3 speed grades combined. Prices are as follows. 128MB ECC RDRAM PC600 600MHZ MODULE $428.50 128MB ECC RDRAM PC700 700MHZ MODULE $490.50 128MB ECC RDRAM PC800 800MHZ MODULE $534.00 For comparision, SDRAM is about $115. SDRAM pricing is expected to climb another 10-20% soon. I am unable to comment accurately what the future pricing will be for SDRAM vs RDRAM under a situation of increasing shortage of relatively cheap SDRAM vs high priced RDRAM in apparent ample availability to current demand at this moment. john

To: gnuman who wrote (43731)	6/8/2000 12:33:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Gene Parrott; Quotes from various recent posters on the Intel thread: Second, I am starting to wonder what it would take for Intel to finally take Rambus out and shoot it. #reply-13835196 GVTucker Are all those server manufacturers and software developers crazy? Oh, the best thing is: NO RAMBUS! #reply-13846208 I agree, take it out and shoot it. #reply-13844851 Tony Viola By the way, Bilow Carl says a lot of things on the RMBS thread. He likes to distort things just a little in order to make "dead dead dead" a self-fulfilling prophecy for Rambus. (It's not like such tricks are necessary, either, considering the current state of Rambus.) #reply-13845950 Tenchusatsu The real story here is that this is yet another nail in RAMBUS' coffin. Intel continues to hedge against RAMBUS.... #reply-13837002 Jim McMannis For a conservative company, I believe they took a gamble on Rambus being ready for prime time and cheap to boot. Neither was true and they are paying the price. #reply-13834024 #reply-13845832 Burt Masnick What's alarming is that a company like Intel with vast resources didn't design back-up chipsets with SDRAM or DDR just in case RDRAM didn't work out, especially with so many strategic products tied to it. #reply-13834730 Joey Smith "That" is the time when AMD announces a processor with an onboard RDRAM controller. I think AMD will run into the same signal integrity problems and learning curve Intel did. After they solve those problems they can face the shortage and cost of RDRAM. #reply-13789124 Elmer IBM has learned from past mistakes that they can't dictate the market, so if Itanium becomes the commodity chip, IBM will be ready. (if only Intel could learn this with RAMBUS) #reply-13846656 chic_hearne My guess is that early on, Intel made projections on where Rambus would be in quantity and price in relation to Intel's product roadmap. The projections were wrong. And their risk management somehow broke down. I wonder where they are NOW, if there is someone making good decisions. #reply-13846333 John Fowler What do you think happens to a company where their big buddy has shareholders that talk like that about it? -- Carl