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

To: Bilow who wrote (65698)	2/9/2001 11:41:57 PM
From: The Prophet	Respond to of 93625

That's quite a diatribe. Far be it for me to question you on engineering issues. However, let me make a few points: (1) there are several ways for RMBS to win, including prevailing in the SDRAM litigation, bringing the price of RDRAM down, and prevailing based on superiority of product as bandwidth needs increase; (2) the odds are reasonably good that they will prevail in at least one of these three ways; and (3) DDR is going through the same growing pains as RDRAM did, but is lacking in the focused technical assistance as RMBS offers through its 100 or so single-minded experts. Don't be so sure DDR will not stall long enough to allow RDRAM to win. Prophet