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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: richard surckla who wrote (120717)	7/23/2000 10:54:52 AM
From: Dan3	Read Replies (1) \| Respond to of 1573864

Re: Thus, when more than one program is running at the same time, main memory speed has much more of an impact on performance. Which would imply that latency (the achilles heel of Rambus) is more important than throughput (Rambus's strength) when more than one program is running. Fredhager seems to be unaware that the L2 caches in Intel processors are 8 way (can track 8 concurrent sets of memory accesses) and the AMD L2 caches are 16 way , so that 16 accesses can be cached while concurrently accessing the same memory regions. So, if Fredhager were correct about present day caches and their ability to deal with multiple processes, it would be very bad news for Rambus. But in this, like so many other things, Fredhager is wrong. In closing, we feel that Rambus will eventually sign DRAM and DDR licensing agreements with most of the memory manufacturers, and some of these licensing contracts will be announced in the coming months. And if they do, Rambus will be worth about what it is selling for today (in the excitement, it might double, but fees covering the entire DRAM market are already priced into the stock due to the previous fantasy that RIMMs would be successful in the market). But if Rambus doesn't sign lucrative SDRAM licensing contracts with all of the major DRAM companies, including Micron, Infineon, and Samsung, the stock will be worth about 20 times earnings at most - $3.20 per share. How confident are you that Micron, Infineon, and Samsung are going to give in? Dan

To: richard surckla who wrote (120717)	7/23/2000 8:06:29 PM
From: tejek	Respond to of 1573864

Rambus' stock has been under pressure ever since the company met estimates and posted earnings of $.04 on Tuesday. Richard, The RMBS stock has been under pressure ever since RMBS decided to rule the memory world. The problem is that RMBS overhypes and underserves. Eventually there will be a final reckoning. ted