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

To: Bilow who wrote (72087)	5/6/2001 10:47:51 AM
From: NightOwl	Respond to of 93625

Neo: Why do my eyes hurt? Morpheus: You've never used them before. We must remember, of course, that Neo is The One snatched from the belly of the beast. Morpheus his Snatcher/Mentor who must first beat the whey out of him to force his acceptance of himself and the Truth within. Such is the nature of evolutionary life. ...The Agent programs on the other hand, are but the revolutionary spawn of WinTelBus Hell who seek to enslave and control the Mom & Pops by perverting the Unified Field Theory for their own ends, and by diverting humankind's evolutionary progress towards the peace and non volatility within the crystalline ferroelectric Matrix of Ramtronia. For the exciting and highly educational details see MATRIX II: The Search For FRAM 0\|0

To: Bilow who wrote (72087)	5/6/2001 6:26:16 PM
From: cordob	Read Replies (2) \| Respond to of 93625

Hi cordob; Question why did you wait until now to research the details of these technologies? You've been stating for some time that RDRAM is the next mainstream memory, but you didn't know how it worked? Hi Bilow, I never said such a thing, must be an impostor:) In my earnings model I am purely using numbers from dataquest, a respected market research firm. I am hoping for some update soon as the numbers perforce need some downward revision. I did research some details and asked questions to get more info. Sometimes I got a scrap (on TMF) but mostly I have had to do my own digging like reading all 4 patents in suit and the intervening ones. I have always been asking critical questions, but do not have many answers. BTW I thought that in the patent (certainly the wipo patent) double ended termination was explicitly mentioned. Management forced the decision onto their engineers largely through an arrogant belief that their own technical ability exceded that of the engineers working for them. Interestingly Intel is preparing for ddr on servers (better with many chips in series I guess and (?) lower latency?) and mobiles (lower power?). I also am an AMD investor and find it interesting that AMD still has not found ti necessary to put a rdram controller on its roadmap. If AMD believed they would never catch up with Intel on the bandwidth question (another ? how many people need that large block bandwidth anyway?), they would have prepared for it. Cheers Cor