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

To: gnuman who wrote (47011)	7/11/2000 1:57:47 PM
From: sam	Read Replies (1) \| Respond to of 93625

Looks a lot like what RMBS supporters have been saying on this thread.

To: gnuman who wrote (47011)	7/11/2000 1:59:04 PM
From: c.r. earle	Read Replies (1) \| Respond to of 93625

I would view todays move as a breakdown in the stock on a relative short term basis. Large move down with above average volume, that is a bad sign. Looks like more downside ahead with todays large volume. Good luck to all

To: gnuman who wrote (47011)	7/11/2000 2:05:24 PM
From: blake_paterson	Respond to of 93625

Gene, you beat me to it w/ "Intel benchmarks fuel SDRAM vs. RDRAM debate" It seeems that all the fuss is for naught; should'a bot some Viatech stock! <joke> <<...one memory company executive said that what the new benchmarks really highlight is the key role the chip set, and not just the memory modules, play in overall system performance. "I'm not sure the memory ever was the bottleneck," said Bob Fusco, DRAM product marketing manager for Hitachi Semiconductor in San Jose, Calif. Improvements need to be made in both memory and chip-set bandwidths, he said. "Improving one without improving the other is just going to create headroom in one space and it's going to move bottlenecks around, but it's not going to make the system run faster unless everything moves up," Fusco said. A Rambus official agreed that the bus speed is crucial to system performance. "If you look at current applications where the front-side bus draws 1GB per second and Rambus can deliver up to 1.6GB per second, there is clearly a limitation," said Avo Kanadjian, vice president of worldwide marketing for Rambus in Mountain View, Calif. "So the front-side bus does not fully exploit the full potential of the Rambus memory." Kanadjian reiterated Intel's contention that the arrival of the Pentium 4 with its faster bus will put Rambus ahead of its less-expensive competitor. "That's where we expect the headroom that's available today that's not being used put to good use," Kanadjian said.>> BP

To: gnuman who wrote (47011)	7/11/2000 2:08:05 PM
From: Joe NYC	Read Replies (6) \| Respond to of 93625

Gene, Re: dailynews.yahoo.com "If you look at current applications where the front-side bus draws 1GB per second and Rambus can deliver up to 1.6GB per second, there is clearly a limitation, So the front-side bus does not fully exploit the full potential of the Rambus memory." Which means you would have to be an idiot to pay premium for nothing in return. "That's where we expect the headroom that's available today that's not being used put to good use" Oh, excuse me, you are actually buying headroom, that you will never ever put to any use. Actually, as I pointed out in the past, it is not a bad business to be in: selling headroom. "Can I help you" "Yes, I need some headroom" "How much do you need" "About $300 worth" "We have a 128 MB RIMM that comes with $100 worth of memory and $300 worth of headroom" "I'll take one" "Here you go. That will be $400. Plastic or paper bag?" "Paper bag. 2 please. I will be wearing one on the way out so that nobody finds out what an idiot I am" "Come again" Joe PS: Italicized quotes by Avo Kanadjian, vice president of worldwide marketing for Rambus in Mountain View, Calif