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

To: Bilow who wrote (44417)	6/15/2000 3:01:00 PM
From: ALTERN8	Respond to of 93625

"Maybe Intel isn't so closely tied to Rambus after all." We all know Intel and Microshaft are in bed together and we all know Intel is the reason RMBS has become such a popular topic for longs or shorts. Maybe MSFT didn't want to use the same exact technology as its biggest competitor or maybe Microshaft is trying to save money, or maybe the X-box will never come to existence(most likely).

To: Bilow who wrote (44417)	6/15/2000 4:50:00 PM
From: Daniel Schuh	Respond to of 93625

Jeez, Carl, did people here think the late Intel play there meant a Rambus win? The x-box is interesting, as near as I can tell it's more or less a PC cpu stuck onto a graphics card; Nvidia was claiming 6.4 gigabytes/sec for the DDR memory system, enough to append the cpu in a UMA architecture without impacting the graphics system much. Now, rearchitecting that around bs-ram would have been quite a trick. Personally, I'd like to see Nvidia market something like the x-box graphics system in a PC chipset version. I wouldn't hold my breath on X-box coming out on schedule a year+ hence, though. It involves a new MSFT OS, something like the long-gestating consumer NT; Microsoft isn't widely known for putting out stuff like that on schedule. Cheers, Dan.