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

To: sylvester80 who wrote (54762)	9/22/2000 8:04:38 PM
From: Bilow	Read Replies (5) \| Respond to of 93625

Hi sylvester80; Hey, it wasn't so many months ago that I couldn't post links to 7 DDR motherboards from 7 different MB makers because they were still secret. Now they are public, and you will hear more and more about them as time goes on. None of those 7 MBs use the Samurai chipset, by the way. Seems like a lot of companies are supporting DDR, all the way from the memory makers and chipset designers to the motherboard makers... There was a time when the Rambus longs suggested that the absence of motherboards from any company other than Micron was an indication that DDR was dead, and no such boards would ever exist. This prediction turned out to be wrong. Now the longs are saying that the boards are not yet for sale to the public, and the technology will therefore never make it. In the fullness of time, DDR MBs will be sold to the public, and this prediction will prove wrong before the end of this year. When that happens, the longs will start saying that none of the major PC houses are selling DDR boards, and that this is proof that the technology will not survive. In the fullness of time, the major PC houses will begin announcing DDR machines, probably around March 2001 or so. Then the longs will say that even though the major PC houses have announced DDR machines, they are still not selling very many. But in the fullness of time, the major PC houses will sell DDR into the general desktop market, probably around 4Q01 or 1Q02. What will the longs say then? They'd better get the memory makers to sign up for royalties well before then, cause RDRAM is quite dead. -- Carl