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

To: Michel Bera who wrote (6741)	8/28/1998 3:02:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Michel, INTC from the beginning as far as I can see has always publicly indicated that while RMBS has their backing, there would would always be challenges from competing technologies. OTOTOT Now Michel, you really want us to believe Claudia's skirt is what grabbed your attention? I wonder what ever happened to her, I always thought she was one of the most gorgeous women on film....

To: Michel Bera who wrote (6741)	8/28/1998 7:30:00 PM
From: Scott Maxwell	Respond to of 93625

Re: integrated on-chip RAM, there are some fundamental problems with it in that processes for manufacturing DRAM vs. other chips are currently specialized, so integration necessarily compromises density or speed. The economics will drive IRAM for some specialized single-chip machines using small amounts of IRAM, but so long as a machine requires multiple chips, most of the market will stay with separate DRAM. In any case it's beyond the horizon of most Rambus royalties, and will be perhaps an area they will address in followup technologies. By analogy, remember that Prof. Patterson was also in the vanguard of the RISC revolution 15 years ago, but despite its inherent efficiencies, Intel has been able to keep the lion's share of the market with its CISC designs. I would expect a similar evolutionary period for IRAM.

To: Michel Bera who wrote (6741)	8/29/1998 7:54:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 93625

Michel, Re: "Did you see on today's WSJ (Aug 28th) this story about IRAM architecture for chips, suggested by Pr David Patterson of Berkeley, inventor of RAID disks. Intel seems to be backing this research, which is of course an excellent way to "ease" their licensing fees discussions with Rambus." I read the whole article earlier this week. Seems that Patterson and Intel rarely see eye to eye in technical stuff. Don't hold that against Intel in the case of the guy's RAID "invention." Intel is not in that (storage) business. The article did say Intel, along with some other companies did contribute to him. In Intel's case it was $1M. That's like me giving a buck to the kid on the block with the lemonade stand. Patterson's idea is pretty far-fetched in this case, i.e. putting RAM on the same chip as the microprocessor. I should say it's far fetched right now or soon. Long term, who knows? On my one (two?) other sorties here, I was told mid fifties was the best buy I'd see on Rambus. I paid attention, now have to determine if that is really going to be it in this market. Tony