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Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?

To: Tom Caruthers who wrote (4883)	2/23/1998 12:08:00 PM
From: Tom Caruthers	Respond to of 14464

Thanks alot Lou, Doug, Mark and all of the people who worked hard to get the conference call post here. Tom C

To: Tom Caruthers who wrote (4883)	2/23/1998 2:32:00 PM
From: Gutterball	Respond to of 14464

Any comments on this statement in the PR: "ESDRAM delivers the same peak bandwidth and over twice the sustained bandwidth of the emerging Rambus DRAM" Also, anyone believe Toshiba will be the next to manufacture ESDRAM?

To: Tom Caruthers who wrote (4883)	2/23/1998 9:02:00 PM
From: NightOwl	Read Replies (1) \| Respond to of 14464

Halleluya!!! Toshiba may be in discussions with them but I think I would like to see a production partner come from outside these three sometime this year. The JDEC announcement should certainly make that a possibility. As far as I am concerned, overhang or not, financing or not, this one announcement means I will be hanging onto this puppy. Cancel my prior switch to selling on the move back up. :-) What makes Siemens so nice is the quick turnaround time to get them into production. I am now convinced that RMTR will have a chip design to serve the high end market for at least the foreseeable future. And whenever RDRAM gets its act together RMTR's Enhanced cache design should be the perfect compliment to RDRAM's principal weakness. The second half of the year is going to be simply marvelous. If both Siemens and IBM start and keep producing, the only question is how much of a market there is at the high end where the margins live. RMTR's PR estimate may be way high but even if it is only half that size it will still be a huge market for RMTR to pursue. With 64 and 256Mb designs in the offing it should last for some time to come. NightOwl, and Ready to Fly! Great Job RMTR!