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

To: Win Smith who wrote (73574)	5/24/2001 1:34:31 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

I am always interested when Mike Magee has to sort of shrug his shoulders and admit, well, Rambus isn't quite dead, dead, dead, yet......as per the latest quote. "This all leads The Inquirer to the somewhat ineluctable conclusion that despite hopes for Brookdale, Brookdale M and the rest, Intel is still very much on the side of Rambus Ink. And, as we reported a few days back, it is still hell-bent on promoting RDRAM RIMMs as the memory platform of choice"

To: Win Smith who wrote (73574)	5/24/2001 3:41:57 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

WS: your particular criticism here rings hollow. Anyone long the stock or positive about RDRAM as revolutionary technology has been struck like a clapper on the Liberty Bell so many times by the short forces that they hear ringing in their ears over last 9 months. However, Intel new XEON products, dropping RIMM prices and failure of any measurable unregisterd DDR DRAM sticks to be sold has at least got our equilibrum back. Bring on the FUD guys, because at the least I will try to tell it like it is. I can't reverse the court decisions but I tell you at least is that Intel has regained the speed title from AMD's Athlon with the dual processor XEON 1.6 GHZ systems that retail for $4K - 5K. Even the lying for fun carl will not contrdict the reality that Intel wants no part of PC266 unregisterd DIMMs for the desktop. Servers will get registered PC1600 DIMMs where bandwidth is less critial and larger memory size is. As an example of how I plan to be evenly balanced is the fact that the new EVO XEON based systems from Compaq shipping in June will only optimally support memory up to 2GB of RDRAM memory. Beyond that the repeater card to get about 2 GB to 4GB reduces performance. So, RDRAM is still not ready for servers and I don;t expect it to be there anytime in the future. So people will be making a lot of false statements that Intel is supporting DDR on the desktop when it will be only be supporting DDR for the server market. john