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

To: sylvester80 who wrote (55410)	9/26/2000 10:30:21 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi sylvester80; The article you posted, did not indicate that PixelFusion was exiting the Graphics business. The new article does. In addition, the new article tells that PixelFusion is undergoing *another* management shake up. This is news, it is not olds: An RDRAM design win was pulled out of competition today in the graphics market. That happened today, not in May. The "new design win for Rambus" was the network news, announced back in May. The lost design win was the official withdrawl from the graphics business, announced today. I'll let Scumbria explain why it is that comparing Athlon benchmarks to Pentium III benchmarks is not a good way of comparing memory types. [Hint: Memory type is only responsible for a tiny percentage of overall system performance. The dominating factor is the processor. That is largely why processor upgrades are so much cheaper than RDRAM, when buying the sane performance improvement.] -- Carl P.S. Has anyone else noticed that whenever Rambus has bad news, the bulls come out and claim that it is old news? When Intel added DDR to the desktop, the bulls had all kinds of reasons why it was old news, but that didn't fool the dozens of journalists who reported otherwise. Finally, a Rambus vice president admitted that (1) the i820 was a failure, and (2) Intel's support for DDR was a change.