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

To: jim kelley who wrote (46304)	6/29/2000 9:34:00 AM
From: cardcounter	Respond to of 93625

RMBS below 100 as predicted... lucky how even those of us "with no business sense" or a fraction of the skill you bring can get it right every now and then... call it dumb luck... Message 13943741

To: jim kelley who wrote (46304)	6/29/2000 12:25:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; Re VIA's "statement". You are suggesting that this is an indication that VIA is now supporting RDRAM. What a joke. The truth is very simple. A reporter during an interview with a VIA executive asked him a question along the line of: "Do you have plans to use RDRAM in the future, in the event that it becomes the dominant memory technology?" The executive can then answer in the following ways: (1) He can say, "No", but that would be ridiculous. Of course VIA will use the dominant memory technology. (2) He can say, "No comment", but that would likely imply to a lot of people (you, in particular), that they have plans but don't want to talk about them. (3) He can say, "We would use RDRAM, but only if it were the last technology on earth." Which is what he said. There is no way that the VIA statement could be construed as anything other than a rejection of RDRAM. It is a repeat of what they have stated in the past. RDRAM technology appears to be dead. That you guys are still dreaming of VIA converting to RDRAM is bizarre. They just announced that they are sampling DDR chips, what further confirmation do you want that they intend to ship DDR? And why do you care, given that Rambus is going to get royalties on DDR, anyway? -- Carl