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

To: NightOwl who wrote (47651)	7/22/2000 5:39:18 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi NightOwl; Thanks for the link, I misplaced it and have been looking all over for it. There is a lot of material to be heard there. I find that the best way to do it is to set it up on the computer and then go spend your time doing something else with the presentation in the background. The most significant one, for the near term future of DDR, is the Memory Power Considerations by Jeff Janzen of Micron Technology and the Memory Solutions for Mobile Platforms by Bill Gervasi of Jedec and Transmeta. These explain why I think DDR is likely to show up (as a really useful technology rather than mostly a marketing gimmick) first in mobile, rather than desktop or workstation. -- Carl

To: NightOwl who wrote (47651)	7/22/2000 5:52:50 PM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

<<I am ready to declare you the winner and divide the loot:>> Let's see... $2.80 divided by 2 equals $1.40...what's the bus fare in your hometown? LOL! Seriously tho', I tried listening to the presentation AGAIN (this is the January 2000 presentation, not the recent July 2000 presentation, as your post seems to allude to). However, the quality of the streaming audio is piss poor. My PC100 system just doesn't cut it, given that I like to surf, revise my portfolio, and listen at the same time. Can you find me a DDR system so I won't have this problem? (it HAS been 6 months since all of the promises were made...). Can you find me a system w/ advanced memory(eg., PC133, DDR, PC100) that does NOT infringe on RMBS patents? Can you substantiate the claim that RMBS does NOT own this IP? ahhh... I'll just log on to Dell and buy me-self a workstation w/ RDRAM inside. Desktop DDR is dead, dead, dead till proven otherwise. BTW, Sherry's presentation was just stellar. LOL. BP