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

To: Ali Chen who wrote (48833)	8/3/2000 12:56:46 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

You're living in the past. There are millions of 820 and 840 systems out there and they are not having any problems.

To: Ali Chen who wrote (48833)	8/3/2000 1:06:07 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Ali... Here chew on this a while! One of the best posts of the night... CLEARBOT NEWSLETTER SAYS SHORT MU! Found this on Yahoo posted by "wildfire"... Here's a different take on the Intel / Rambus relationship than what you've been reading in the news the last few days. This comes from a Clearbot newsletter recommending a short on Micron (MU). *********** MU's future is in question until it gets on the bus. once MU commits to producing RDRAM in volume, a case can be made that this outfit has long term viability. intel has said that micron 'no longer serves a strategic interest'. which is why they dumped their micron investment. MU was supposed to deliver and it did not. INTC believes so strongly that the future is in RDRAM that they dumped their investment in MU when they did not come through and produce the chips. now that INTC has about faced on MU, it seems that MU is cosying up to AMD. biz.yahoo.com but just as micron seems to be betting its future on AMD, INTC kicks out the pentium-3 1.13 GHZ with RDRAM that is outperforming the T-bird. planethardware.com so if INTC is winning with a P3 core, imagine how far this gap becomes when the P4 comes out with 400MHZ FSB bus for the full on performance effect of RDRAM in the fall? another factor affecting MU is that as RDRAM prices continue to fall (as asia vamps up production), it may put pressure on SDRAM due to a decline in demand and the general realization amongst box makers where the future is heading. members.home.com further erosion (and margins) for SDRAM will cause more capacity to be dedicated to RDRAM over in asia, who at this point seem to be making the right strides in getting ready for the future than micron. or, at a time when they seem to be starting to do things right, micron seems to be doing everything wrong. Micron may find that it doesn't have much of a market for a dated product. micron may overproduce chips that have a declining market share, leading to a glut that further depresses both the price of SDRAM and the price of their stock. Micron may be in the position of having to quickly about face and move towards RDRAM, but at this point it might prove to be too late to prevent the top and bottom lines from taking a hit. ***************** The thirst for computing power is unquenchable. Rambus seems SO well positioned for the near to mid future. I'm in on this one for the long haul.