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

To: Bilow who wrote (48117)	7/28/2000 6:54:27 AM
From: Bilow	Respond to of 93625

Hi all; RMBS up big time in Germany on Oki news. Looks like 74.80 euros (day's range 71.50 to 76.00): uk.finance.yahoo.com One Euro is currently $0.973, so these prices convert to: $69.50, (day's range $66.25 to $70.50). With yesterday's close at 60 11/16, this means the stock put on $2 5/8 overnight. Still a bargain, boys and girls!!! Step right up! Get your cheap RMBS shares! Right here! We're going to the moooooooon!!! -- Carl

To: Bilow who wrote (48117)	7/28/2000 7:49:44 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; The complete list of OKI memories covered by the big new agreement: OKI Synchronous DRAM Size Part# Type 8Mb MSM54V25632A SGRAM 256Kx32 (obsolete) 16Mb MS82V16520 SGRAM 512Kx32 (about to be obsolete) 16Mb MSM56V16160F SDRAM 1Mx16 (about to be obsolete) 16Mb MSM56V16800E SDRAM 2Mx8 (about to be obsolete) They appear to make no DDR or RDRAM, so it is unlikely that Rambus will see lots of royalties on those products. They did use to make concurrent RDRAM, but that is now obsolete: okisemi.com OKI's only Synchronous DRAM is of size 16Mb or smaller. According to Micron, 16Mb is a size that is no soon to be obsoleted (note that it is crossed out): micron.com To put this in proper perspective, lets take a look at what Samsung offers in the way of SGRAM and SDRAM (in "mass production", not including engineering samples or development): Samsung Synchronous DRAM SDRAM: 16Mb 2 types 64Mb 7 types 128Mb 6 types 256Mb 3 types SGRAM/GSDRAM: 16Mb 1 type 32Mb 1 type 64Mb 2 types DDR SGRAM: 64Mb 1 type OKI's largest SDRAM is 1/16th the size of the leading parts from Samsung (or Micron). The OKI parts are verging on obsolescence, and Rambus can't rely on them for much in the way of future royalties. It is well known that OKI is exiting the commodity business (and it shows in their above product list). See, for instance, this link: Oki has phased out commodity DRAMs,and its memory business is now centered on application-specific memories for datacom and telecom systems applications. ebnonline.com In other words, this agreement is even more lame than the Hitachi one. Rambus better have a real agreement with a real memory maker up its sleeve somewhere. Links for the above: okisemi.com okisemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com -- Carl P.S. For a technogeek laugh, go to this .pdf from Micron and look at the listings under the "Specialty DRAM" and "RDRAM" headings. Oops, Micron screwed them up: micron.com Also, OKI still makes VRAM. These are the worst memory in the world to have to use, check out there data sheet. This may be the last website in the world to carry these obsolete parts: okisemi.com

To: Bilow who wrote (48117)	7/28/2000 9:04:28 AM
From: Scumbria	Read Replies (3) \| Respond to of 93625

Carl, If a group of the world's largest companies were meeting to try to figure out how to deal with a very small company that was trying to extract huge royalties from them, what sort of potential strategies do you think might come up in the discussions? Scumbria

To: Bilow who wrote (48117)	7/28/2000 9:30:06 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Bilow... Good morning to you and everyone else. What a fine morning! I see that in a few hours since we last visited that you have become a expert on OKI Electric's road map and their plans for Rambus.