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

To: richard surckla who wrote (44771)	6/17/2000 1:13:00 AM
From: jim kelley	Read Replies (5) \| Respond to of 93625

Yes. The Toshiba license is a watershed event in the battle for control of the PC market. Micron, Via and AMD hoped to use DDR along with Athlon processors to wrest control of the pC market from Intel. Little did they know that their chief arms supplier is this war against Intel was RAMBUS which holds the patents on DDR. DDR is dead as a PC desktop competitor. It is also a dead end product in the desktop arena with the announcement of the new RDRAM product with twice the bandwidth. It is also dead for the reasons discussed earlier. Namely that its successor DDR-II requires a transmission line bus design for 64 bits of data (it gets real ugly when you do that). Hope you had a profitable day... My profits were in the 7 figures.