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

To: Bilow who wrote (50466)	8/20/2000 9:32:10 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Re: "(3). DDR is still in its infancy." "The nichedom of RDRAM is now quite fully established, and this means that prices should eventually stabilize at niche pricing." It is unfortunate that DDR is still in its infancy when its viable lifetime is only a few years. <LOL> THe RDRAM niche according to Samsung is better than 40% in a couple of years and its' lifetime is considerably more than a couple of years. :)

To: Bilow who wrote (50466)	8/20/2000 9:43:30 PM
From: NightOwl	Read Replies (2) \| Respond to of 93625

Evening Carl, Now I realize full well that this may appear to be either a set up pitch well off the plate, ...or a somewhat blunted stiletto between the shoulder blades. But rest assured its simply another in a long line of Mom & Pop specials from the deep woods. :8) But I digress. The question is, how does the following article, on the com memory sector, square with the analysis of your new Yahoo buddy? eetimes.com 0\|0

To: Bilow who wrote (50466)	8/20/2000 10:00:39 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Carl: Glad to have your lying FUD back. IDF is on Tuesday so stock price should climb if you keep posting. The nichedom of RDRAM is now quite fully established, and this means that prices should eventually stabilize at niche pricing, around 50% over SDRAM I have noticed that RIMM pricing has come down but no where it as inexpensive as SDRAM. The BIGGEST problem I see for DDR pricing is that the continued severe shortage in DRAM supply which is getting worse, should keep DDR at a premium close in price to RDRAM. This is highly analogous situation at which RDRAM was last year. Additionally, I think the lack of good DDR chipsets for Intel microprocessors should keep DDR in nichedom for a long while regardless of what you say. By the way, I'm still waiting for MAJC to show up, it's getting kind of boring Now that someone has posted tonight that Compaq has won a $150 M goverment contract for next supercomputer over SUNW, IBM and SGI; guess what type of memory interface is included. It surely is not DDR which is dead, dead, dead. research.compaq.com or www6.compaq.com john