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

To: MulhollandDrive who wrote (6605)	8/21/1998 11:59:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Thanks! I understand the big picture but get lost in the details.. Holding up nicely MileHigh

To: MulhollandDrive who wrote (6605)	8/21/1998 12:02:00 PM
From: REH	Read Replies (4) \| Respond to of 93625

It's becoming a stock-picking market and this is where rmbs will excel. rmbs has all the qualities you would look for: 1. Profit 2. Revenue & Profit Growth 3. Market leadership potential 4. Backing by the entire business 5. Strong leadership 6. Concervative accounting That and the fact that a lot of current stockholders (incl. institutions) bought at higher prices makes rmbs drop less than others in these type of days we're having. We all know there's news right around the corner and I think that Intel soon will confirm the same test-results that Toshiba got. reh/long

To: MulhollandDrive who wrote (6605)	8/21/1998 3:47:00 PM
From: djduncan	Respond to of 93625

re: Rambus and LU It is my understanding that the Rambus architecture is not very well suited to use a digital signal processor. LU uses SRAMs for this purpose, which move as quickly or much more quickly than Rambus chips. Speed and low power are what SRAMs offer, although there are some low end apps that seem to be amenable to a cheaper chip. SRAMs are much more expensive, however, since they require more than one transistor/capacitor per "cell". Anyway, it is possible there are some niches that Rambus could occupy. The DSP market is around $4 billion in 1998, while the DRAM market is around $13 billion in 98. Given that the boys at Rambus have their hands very full right now, I think that is not something they will attack in the near term. I see no strategic advantage to a vertical integration. Rambus nees independence. And remember that Intel has a large number of Rambus options. Also, companies at this stage really resent being taken over, since they expect their stock prices to increase wildly going forward. If anyone is an engineer, feel free to comment on the use of RDRAM as a DSP. My comments are somewhat of a stab in the dark.