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

To: SBHX who wrote (58642)	10/23/2000 7:31:27 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 93625

If we put aside, the potential revenue from non-rdr royalties, the basic simple engineering type question is still : with all the yield, cost issues, the way to dispell them is to sit down with the memory manufacturers and go through their memory fab process to see what it is that the memory fab guys are screwing up. With the brilliant engineers that rmbs has, you'd figure they can solve very quickly, what these less-experienced (ahhem) japanese and korean engineers failed to do in their fabs. And it was in their interest to solve them. Why the foot-dragging? Uh, what makes you think any of the "brilliant" Rambus engineers know anything about manufacturing? Rambus has never manufactured anything. Think they got any process engineers on staff? Or are you being ironic?

To: SBHX who wrote (58642)	10/23/2000 11:22:17 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi Scared but Hopeful; Yeah, the article "could be FUD", there's really no way for mom and pop to know. But the contents of that article is no different from what has been in rumor in the industry since a year ago. In fact, I have repeatedly speculated that Intel management was the cause of the Rambus fiasco, and that the decision was not well supported by their engineers. The full truth won't get out until someone writes a comprehensive book, preferably sometime after the passions have cooled down. Re: "With the brilliant engineers that rmbs has, you'd figure they can solve very quickly, what these less-experienced (ahhem) japanese and korean engineers failed to do in their fabs. And it was in their interest to solve them. Why the foot-dragging?" This is arrogance of the worst sort. Rambus has no experience in manufacturing memory. How are they going to tell someone else what to do? Look at the record. The facts are that Rambus designed a memory type that required 15-25% larger die, and was admittedly unaware of this. More recently they are talking about reducing the number of banks so that this penalty can be reduced. Now if Rambus is so darned good at memory design (much less memory manufacture) how come they didn't know how big the die was going to be for their design? The evidence suggests that Rambus engineering consists of a bunch of clowns. Probably smart looking guys with great looking degrees &c., but clowns, as far as the memory industry is concerned. The suggestion that they could provide serious guidance to the engineers that have been responsible for most of the world's memory chips is ludicrous. -- Carl