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

To: richard surckla who wrote (50390)	8/20/2000 11:38:04 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 93625

The short term result is likely to be endless bogus PR releases by the scambus operators, of course. Of the spirit of the "Infineon is negotiating again" that greeted the initial PR blather from the scambus operators. Long term, who knows, but your legal expertise is self evidently of the same caliber as your technical expertise, little Dick. Nice that you enjoy playing with colored fonts, though. Suits your style.

To: richard surckla who wrote (50390)	8/20/2000 11:43:53 AM
From: Scumbria	Respond to of 93625

Dick, I believe that Rambus will collect some royalties. I have no idea what the amount will be, though I suspect considerably less than the 3% they are looking for. Scumbria

To: richard surckla who wrote (50390)	8/20/2000 12:14:00 PM
From: Scumbria	Respond to of 93625

Dick, It looks like Mike Magee has been spending some time on the Yahoo thread too.... theregister.co.uk Rambus prices drop like pants By: Mike Magee Posted: 20/08/2000 at 16:45 GMT Rambus RIMMs are continuing to drop in price as Intel moves closer to the fateful day when its Pentium 4 "Willamette" processor starts edging out of the fabs. Figures from a number of online sources confirm the onward trend of the price cuts downwards, with for example, the lowest end use price for a PC800 128MB RIMM costing $259. Similar RIMMs from 12 other vendors have prices in between $260 and $300. The delta, once of Gangetic proportions, between equivalent PC-133 synchronous memory modules varies from between 24 to 53 per cent, thus raising the real expectation that in a month or two, the choice will begin to depend upon the reality behind the benchmarketing and marchitecture hype everyone has experienced over the last 12 months.. Nevertheless, there still appears to be very little demand from either Taiwanese mobo makers or consumers for machines using the i820 "Caminogate" chipset. At the Computex trade fair in Computex last June, most of the third party motherboard makers seemed to have become dispirited about i820 or i820e solutions. It is still unclear when Willamettes will become generally available, but if they start to appear in vendors' solutions late September, early October, the Pentium 4 will require Rambus RIMMs for around six to nine months. Intel's SDRAM or DDR solution for the Pentium 4 is unlikely to start appearing in volume until the second half of next year.®