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

To: Glenn Norman who wrote (3985)	4/30/1998 7:30:00 AM
From: REH	Read Replies (2) \| Respond to of 93625

I spoke with somebody pretty close to Rambus yesterday. He disagreed with the Electronic Engineering Times article regarding Direct RDRAMs being to expensive to put in lap-tops and sub$1,000 machines. He pointed out that they may be a little more expensive, but the performance is superior and that Rambus technology is used in highly successful $150 Nintendo machines. He also noted that Direct RDRAMs are half the size of SLDRAMs with superior performance. Regarding use of cash as it builds up, he said he did not have a good answer for that at this point, but a good portion of it will probably go to funding R&D for successor Direct RDRAMs. He also confirmed that the National Semiconductor "System On A Chip" includes everything but memory. Consequently, he says it does not effect Rambus. reh