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

To: Scott Maxwell who wrote (3056)	2/17/1998 4:00:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

What the hell? We get good news and the stock price melts down. What's happening?

To: Scott Maxwell who wrote (3056)	2/17/1998 4:27:00 PM
From: Liren Chen	Read Replies (2) \| Respond to of 93625

An engineer view (my 2c) of Rambus Technology: (1) Rambus has wonderful design technology. I don't think any company can catch Rambus technology within 2-3 years. (I was involved in transferring Rambus technology to ASIC). (2) Because of complex design, Rambus technology has some barriers in design to achieve high speed performance: i) Die size: how much increasing? depends on chip configuration. ii) Package size increases too. iii) Power increases. -- This is not a major issue as voltage level is going down. The first two issues mainly affect the price of DRAM and logic chips using Rambus technology. (3) As most know, Intel postponed to use Rambus technology. Possible reasons, I think: i) Give chip vendor to have more time to solve die size issues and improve yield. ii) Give a chance to fast SDRAM vendors. Intel wants competition in any components Intel does not make. (4) DRAM price is down. The price difference between RDRAM and other DRAM is up. This does not favor Rambus. If RDRAM price is down too, this does not favor Rambus either because of less loyalty fee. Rambus wants to see a stable DRAM market. (5) Should I own Rambus stock now? I don't think so. I want to see a PC which uses Rambus technology in main memory (not only graphic memory. Graphic memory is tiny compared with main memory). If Intel postpone ... again? My 2c.