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

To: Bilow who wrote (53313)	9/14/2000 1:22:58 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Carl: comments about the pricing of RDRAM vs availability &c.: #reply-14245302. How's it look now? Well I tell you since you asked for it. Two things are holding back RDRAM pricing. 1) Price 2) Lack of processor to support it's capabilities RE PRICE. Since Samsung controled the effective price of RDRAM by neing only supplier able to deliver in volume; the price they named has what it sold for. Don't you think for one minute that the price of SDRAM/DDR is much lower because of the fierce price competition to produce it cheaply by many suppliers. If you don't understand the recent DELL/Toshiba/Kingston Tech announcements as a means to open up a alternative more cost competitive volume producer of RDRAM to Samsung, there is no use in talking to you futher. RE Lack of processors No one knows the exact effect the P4 sales and performance will have on RMBS. No doubt it will have a major effect on RDRAM and the end game for RMBS's SDRAM patent prospects. I plan to watch and see before pronouncing final victory or defeat for RMBS over DRAM manufacturers. The P4 sucess/failure holds much more peril for INTC and tech sector investors prospects IMO. john

To: Bilow who wrote (53313)	9/14/2000 1:23:27 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Bilow... You can kiss my... toes with all you're cloak and dagger BULLSH*T!!! You sound like you're dealing with the Japanese Mafia! You must think that the people here on this thread are so stupid that you laugh yourself to sleep each night. Anybody that follows your posts with any thought that they are genuine and reliable needs their heads examined. Watch out... the RUSSIANS are coming!

To: Bilow who wrote (53313)	9/14/2000 1:35:17 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Carl never ceases to puzzle me. He knows - he really does - that RMBS wins the DRAM game any way it turns, be it DDR, RDRAM, SDRAM, whatever, yet he insists on predicting the demise of the Bus. Isn't the end game clear by now? If you're an OEM and you can buy SDRAM or DDR from a licensed manufacturer or an unlicensed one, which would you choose? This game is called, "Last Man (or DRAM) Standing." It's over.

To: Bilow who wrote (53313)	9/20/2000 1:21:10 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; One week update on RDRAM/SDRAM pricing trends. Data from smsperling, PC800 / PC133: 9/18/00 144% 9/11/00 141% 9/04/00 140% 8/28/00 158% 8/21/00 157% 8/14/00 162% 8/07/00 151% 7/31/00 162% 7/24/00 161% 7/17/00 162% 7/10/00 174% 7/03/00 186% 6/26/00 193% 6/19/00 222% 6/12/00 234% 6/05/00 272% 5/29/00 295% 5/22/00 338% 5/15/00 333% 5/08/00 324% 5/01/00 313% 4/24/00 340% 4/17/00 351% 4/10/00 417% 4/03/00 495% 3/27/00 559% 3/20/00 591% 3/13/00 562% 3/06/00 514% 2/28/00 560% -- Carl