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

To: blake_paterson who wrote (49013)	8/5/2000 11:34:37 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Vitesse and OC-192 Press: "CEO Tomasetta presented to the Robertson Stephens Semiconductor Conference Wed July 26. "Based on a stronger bookings number at this point in the quarter, VTSS indicated that the Sept. quarter is tracking ahead of plan. Additionally, the company indicated that revenue from OC-192 sales continues to ramp up nicely....As such, we believe that revenue from OC-192 products could grow more than 50% sequentially. Continue to rate buy"" drip, drip, drip BP

To: blake_paterson who wrote (49013)	8/5/2000 11:36:15 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Blake, DDR be dead, dead, dead Get serious. Everyone is designing around DDR. It is a little hard to see through the gradually clearing Intel/DRDRAM smokescreen. Scumbria

To: blake_paterson who wrote (49013)	8/5/2000 11:43:09 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Blake, I like this quote from your article: Measured at either the component or system level, RDRAMs have the fastest latency. Surprisingly, due to the mismatch between its interface and core timing, the PC133 SDRAM latency is significantly higher than the PC100 SDRAM. The RDRAM's low latency coupled with its 1.6 gigabyte per second bandwidth provides the highest possible sustained system performance. Rambus advocates always have all kinds of wonderful theories. Unfortunately, the published benchmarks on the Intel web site show that they are clueless. Scumbria