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

To: jim kelley who wrote (59250)	10/30/2000 9:06:48 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; You wrote: "Micron was quoting 8 weeks to deliver on its new precious earlier today. So if you order now you can get delivery in 8 weeks. If you wait 3 weeks you can get immediate delivery of a well tested P4 system from Intel immediately." In making this statement, you are assuming that Intel will be able to satisfy all P4 demand at launch. Do you really think that the P4 will be that unpopular? -- Carl

To: jim kelley who wrote (59250)	10/30/2000 11:01:58 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 93625

Jim, RE:"If you wait 3 weeks you can get immediate delivery of a well tested P4 system from Intel immediately" DON'T take a bet on that...really... Intel won't be making the boxes. Don't bet Dell will be able to ship immediately either... Jim

To: jim kelley who wrote (59250)	10/30/2000 11:20:06 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Micron was quoting 8 weeks ... 3 days was what I read. It doesn't really matter though. There will certainly be a moderate supply of DDR systems shipped this quarter - possibly more DDR systems than RDRAM systems. Q1 of next year is when DDR goes high volume. By the end of next year, SDRAM will be obscure and RDRAM will be forgotten. DDR is being strongly supported by the unprecedented partnership of Intel and AMD together with Micron and Samsung - and VIA and Hyundai and Infineon etc. It's one thing to think that a technology might fail when part of the industry supports it and part of the industry opposes it. This is different. This is unanimous. It's going to be an interesting future case study of business, ethics, and character. Rambus had a really terrific business going, backed to the hilt by Intel and supported by enough others that it seemed to be impossible that it could fail. But Rambus fantasized it would dominate the entire computer industry - and started issuing harsh orders and making large demands of every company in the business. It would seem that uncontrolled greed and overinflated ego can destroy even the most perfect of business plans. too bad, Dan