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

To: Zeev Hed who wrote (54738)	9/22/2000 6:33:04 PM
From: unclewest	Respond to of 93625

if you are disagreeing about misheldo's genius...i disagree. otherwise, i agree with both of you.

To: Zeev Hed who wrote (54738)	9/22/2000 6:41:37 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Zeev Hed; Re: " probably just on RDRAM, since by then, as Carl is always reminding us, DDR will be "Dead, dead, dead" and SDRAM will be on its merry way out (g)." Consider this post bookmarked. Start thinking of a witty reply for when I remind you about it next March. -- Carl

To: Zeev Hed who wrote (54738)	9/22/2000 7:27:09 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; DDoDDRN: Picture of 7 DDR boards from various MB makers in Japan. At the Via Technology Forum: watch.impress.co.jp Thanks to Aceshardware for the link: Thanks to KH for pointing me towards this link to PC Watch Japan, which has pictures of a number of DDR SDRAM motherboard using the Apollo Pro266 and AMD-760 chipsets. Below, I've highlighted some of the more interesting motherboards: ASUS A7M266 Gigabyte GA-7DX Chaintech 6VJD2 EPOX EP-V3HA MSI MS-6365 DFI CD70 aceshardware.com -- Carl

To: Zeev Hed who wrote (54738)	4/1/2001 4:02:38 AM
From: Bilow	Respond to of 93625

Hi Zeev Hed; Back on Sept 22, 2000, you wrote: "It will be settled and settled before the end of next quarter next year, and Appleton is going to send tate a letter of apology, and tate will let him pay royalties, probably just on RDRAM, since by then, as Carl is always reminding us, DDR will be "Dead, dead, dead" and SDRAM will be on its merry way out (g)." #reply-14439546 "[E]nd of next quarter next year" has just passed by. The cases are not settled, but Wall Street thinks that Rambus loses. Appleton hasn't sent Tate a letter of apology. DDR is not dead, dead, dead. Micron isn't paying royalties on SDRAM or DDR, and still isn't making much RDRAM. Elpida has announced that they are renegotiating their SDRAM royalty arrangement. Intel has announced support for DDR, and motherboard makers have started receiving early samples. VIA, ALi and AMD are all producing DDR chipsets in excess of the amount of RDRAM chipsets that Intel alone makes. RDRAM still has no design wins in graphics, while DDR continues to dominate that market. X-Box is still DDR, while Sony's Playstation 3 is rumored to use embedded DRAM instead of RDRAM. Rambus stock has dropped from $85.50 at the close of the day you wrote the above down to $20.60 presently. Any other predictions for the future? -- Carl