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To: MileHigh who wrote (52660)	4/10/1998 12:01:00 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

MileHigh, If memory serves, as an additional consideration of an investment in RMBS, in addition to the consideration of the technology issue, might be that there are 7.3 Zillion promotional shares waiting to be dumped on the market. (agian, this is from memory, so it might not be exactly 7.3 zillion) ...And, on top of that, I could be wrong. Duke

To: MileHigh who wrote (52660)	4/10/1998 12:58:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

MileHigh - Re;" Are Rambus and Intel hopelessly intertwined (due to Intels backing of their technology) to the extent that if we see weakness in Intel we will see weakness in Rambus??" To some extent, yes. Intel's endorsement of RAMBUS technology for their upcoming Merced (And Katmai/Camino, I believe) processors has ignited a fire under the DRAM manufacturers - to try and develop ALTERNATIVE DRAM architectures that match the RDRAM in performance but ELIMINATE the ROYALTY payments required for RDRAM devices to be paid to RAMBUS. Basically, Intel has just accelerated the "fork in the road" where DRAM manufacturers will adopt RAMBUS technology or go their own way. Bear in mind that there is a lot of PRIDE at stake here. A little fabless company from Silicon Valley came up with a Unique DRAM concept that immensely speeded up DRAM performance after about 10 or 15 years of near flat performance from the DRAM manufacturers. So, Intel's success with Merced and the ability of DRAM makers to make cost-effective RAMBUS devices - OR ALTERNATIVES - will hasten the day when RAMBUS becomes a runaway success - or one of the many "could-have-been" companies in the Valley. Paul