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To: J Krnjeu who wrote (15098)	11/12/2000 6:51:13 PM
From: J Krnjeu	Respond to of 65232

More RMBS thoughts, messages.yahoo.com Re: RDRAM production by: ptnewell 11/11/00 1:03 pm Msg: 189607 of 189850 Hi quad, tstorey_97. Rambus was never going to let SDRAM slip by. It is just too much money. Remember, they invented synchronous DRAM in 89-90, taught the rest of the world about it starting in 1991, only to find their property become an "open" standard. SDRAM will be half the market out to 2002 (or 2003). Depending on what figures you use, and including controllers, that is several billions of dollars, over the next couple of years. That money belongs to Rambus, which means it belongs to me and you. I'm not ready to give up tens of dollars per share I own. Besides Rambus will be worth a higher P/E multiple as a monopoly than it would be otherwise. tstorey_97, you are right, if DDR-SDRAM had come along one or two years ago, and if it was stable and cheap (both unproven), it could have forestalled RDRAM for a few years. Now it looks to be too late for DDR. As every major box-builder in the world rolls out RDRAM machines in one week, DDR is reduced to one minor box builder (MicronPC) "taking orders" but not actually shipping anything. And the product they are "taking orders" for is priced to wither on the vine. Heh, heh. Maybe Andrew Young can find another fired Intel employee to say something bad. Thank You JK