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

To: Thomas P. Friend who wrote (4531)	6/10/1998 9:19:00 AM
From: wallyam	Read Replies (1) \| Respond to of 93625

tom, thanks for answering my question about dvd needs. observation...how many people need an suv to go to the shopping mall. how many people need rdram? don't confuse need with want and desire when talking about consumer choices. with intel's marketing campaign, everyone will need rdram if that is where they want to lead them. so for rambus, concentrate on where intelwants to take this thing. and that brings us back to intel's investment or lack of investment in this company. can someone bring us up to date on this. wally

To: Thomas P. Friend who wrote (4531)	6/10/1998 11:23:00 AM
From: RetiredNow	Read Replies (2) \| Respond to of 93625

You make some very good points, Tom. But RDRAM will sell with new computers when Merced and Katmai are deployed, that's where a lot of their revenues will come from. Then if these boards only support RDRAM and SDRAM, consumers who own these computers will only be able to buy that type of memory, completely phasing out SIMMS and EDO. We all argue about mostly trivialities here. The fact of the matter is that Intel has decided what their roadmap will be and the industry will follow, to Rambus' benefit. The only thing that could kill RMBS now is Intel, reneging.