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

To: FJB who wrote (45648)	6/22/2000 6:24:00 PM
From: jetcityrandy	Respond to of 93625

I wished I saved Micron's reply to me. I asked them about three weeks ago when I could buy a RDRAM equipped PC. Their answer [big surprise] essentially was not before the cost/performance became competitive. I wonder if MU has ability to produce RDRAM? They must, right?

To: FJB who wrote (45648)	6/22/2000 8:44:00 PM
From: john dodson	Read Replies (2) \| Respond to of 93625

Adding on to the MU cc comments, I just saw Dan Niles on Digital Jam about a half hour ago. When asked about RMBS, he was clearly indifferent and condescending. I'm paraphrasing here, but he said stuff like: -Compared RMBS to internet stocks. "They issue a press release, and the stock soars". Clearly the implication is that there is no reason for the move up. -Quoted the MU cc where they said they see no significant demand for Rambus. RMBS has yet to prove itself. -Said something like "it's one thing to sign up the small players like Toshiba and Hitachi", but the big players like Micron and (1 or 2 others) have yet to sign. Then he said something that implied that they believe they'll never pay RMBS royalties for anything. I took it as a minimization of both recent RMBS developments (Toshiba & Hitachi) as well as RMBS' potential. This guy clearly doesn't think much of RMBS as a company or a stock. -John