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

To: mishedlo who wrote (50659)	8/21/2000 11:46:50 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

> Has anyone read the article entitled "VIA Inside" in Forbes magazine this month? Out just in time for IDF. I am beginning to be convinced that the current FUD is coming from VIA and Micron (Micron has only glowing things to say about VIA in the article). Yes I read it and didn't see anything controversial about Intel,RMBS,Via or MU. It was just saying Via is making great headway in the chipset market and MU prefers Via chipsets because it helps keep down the price of computers. Don

To: mishedlo who wrote (50659)	8/22/2000 1:22:35 AM
From: jim kelley	Read Replies (2) \| Respond to of 93625

I am beginning to think that there is more to this DDR versus RDRAM story than meets the eye. As long as the DRAM companies push the vaporware DDR and restrict production of the RDRAM they can keep the prices up on the RDRAM and DRAM with plausible deniability. The DRAM industry has had a few bad years and its is trying to make as much money as it can while capacity constraints still exist. Typically this is 18 months. Pushing DDR makes absolutely no sense in terms of the utilization of the existing production capacity. It is beginning to look like a smoke screen for high DRAM prices. Is it a DRAM industry pricing conspiracy? Food for thought....