Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (43755)	6/8/2000 3:31:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

jim and Ten... BINGO!!! Ten, You are dead on target with that comment. RMBS is currently the only pure memory play in the market. It has licensed products ramping exponentially as a result of Sony and Intel. The revenue and profits provide the fundamentals for the stock. There is no DDR pure play in the market and no platforms based on DDR. There is nothing to discuss from an investment point of view about these other prospective product technologies. The matter can be picked up again when there is a real product based on another technology.

To: jim kelley who wrote (43755)	6/8/2000 5:58:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi jim kelley; You wrote "There is no DDR pure play in the market and no platforms based on DDR. There is nothing to discuss from an investment point of view about these other prospective product technologies." While this is true, some of the bulls here might consider by hedging their bets with VIA stock. VIA is very strongly supporting DDR, with 6 chipsets announced now. (An integrated solution, a desktop, and a multiprocessor, each in an AMD and Intel flavor.) VIA, like Rambus, is fabless, so the direction of their current research makes them a pretty good DDR play. Here's their last year's stock price: stock.kimo.com.tw -- Carl