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To: tinkershaw who wrote (41872)	4/17/2001 2:58:54 PM
From: Dr. Id	Respond to of 54805

I'm no substitute for TinkerShaw Kind of in the vein of, "Hi, I'm Steve Young, I'm no substitute for Joe Montana" or so I like to think;) Thanks, tinker. After that post, you ARE the Joe Montana of RMBS, though I think Apollo is more like the Elvis Grbac.. Dr.Id@hopefullyRambuswillsponsorthenextSuperBowl.com

To: tinkershaw who wrote (41872)	4/17/2001 3:27:44 PM
From: John Walliker	Respond to of 54805

tinkershaw, ... but surprisingly the mention of "DDR and latency problem" is now surfacing in reviews (and this latency is because of the much larger error rate in DDR, which is why DDR peak bandwidth is so much lower than RDRAM) ... Could you please elaborate on this - either here or on the RMBS thread which is unusually quiet at the moment. John

To: tinkershaw who wrote (41872)	4/17/2001 3:48:42 PM
From: saukriver	Read Replies (1) \| Respond to of 54805

tinkershaw, Read your long, informative post on your renewed enthusiasm for and purchases of RMBS. Assuming Rambus loses the Infineon lawsuit, you believe RDRAM will become the standard (replacing SDRAM and shunting aside DDR). Isn't it possible that SDRAM will linger quite awhile and/or DDR will in fact take off? I cannot speak to DDR, but I hang around a screwdriver shop that caters to gamers (I am not one). A few gamers will occasionally order RDRAM, but it is so expensive. The price of RDRAM is around $260, whereas SDRAM is around $40 or $50. I don't see the demand for RDRAM you envision. But let's assume you are absolutely correct that SDRAM dies and RDRAM crushes DDR. Just as you say that SDRAM will go the way of EDO, wouldn't RDRAM go the way to SDRAM? Full disclosure: owned RMBS. Rode up, rode down. Sold for what I paid for it. I may be one of the only people on Earth to own RMBS who meither made nor lost money on it. Reason for selling was I thought it had a limited 3-6 year hoizon in the best case. saukriver

To: tinkershaw who wrote (41872)	4/17/2001 4:32:27 PM
From: Apollo	Respond to of 54805

Rambus.... Thanx for chipping in, Tinker. Appreciate your perspective. Interesting to hear you're loaded up. I have a buy in at $15. We'll see, but that may be too low. ID: I may be Grbac, but then, doesn't that make you the waterboy?<g> Saukie: With the pentium IV, and Playstation 2, and these very low 1999 prices for Rambus stock, I would think the 3-6 year time horizon looks pretty good. JMHO. Unlike so many other high tech products, Rambus has a lock on 2 very big markets, and 1 little one. Eg, High-mid range PCs; video games; workstations, respectively. Apollo