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

To: Kenny who wrote (59424)10/31/2000 8:12:09 PM
From: stomper  Read Replies (1) | Respond to of 93625
 
"I don't hire analysts"...LOL

He should. This morning he mentioned how AMCC had been "beat down" from 150 to 50-70 range. Of course he didn't seem to realize they just split.

-dave



To: Kenny who wrote (59424)10/31/2000 8:14:24 PM
From: Joe NYC  Respond to of 93625
 
Kenny,

From what you can gather, do you think Rambus will make a good buck on Pentium IV?

There will be a few million P4 systems sold with Rambus memory. I am not sure what happens when there is alternative to RDRAM. If there is an alternative, Rambus tends to lose.

In 2001, I suspect that Rambus will make most of their money on the Sony Playstations.

Yes, the same story. Sony Playstation is a captive audience.

Joe



To: Kenny who wrote (59424)10/31/2000 8:39:17 PM
From: Jdaasoc  Read Replies (1) | Respond to of 93625
 
Kenny:
What brings you back to the thread after 10 months absense. Do you sense some pain form those LT holders of RMBS long or some new opportunity long.

PS mymemorystore.com, a division of Samsung, lists all DDR memory as 184 pin Rambus memory. The RMBS nonRDRAM licensing agreement must already be signed by Samsung from the way I see it.

john


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