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

To: REH who wrote (7816)	10/3/1998 10:56:00 AM
From: MileHigh	Respond to of 93625

REH, Doesn't it miff you that all this news comes out in the Saturday EE times recaps instead of during the week. I follow RMBS intensively as do you, and every Sat morning we get a nice recap of the DRAM market and RDRAM progress from EE times.. This is one of the reasons that shorts are always covering on FRI PM (they cover more so on RMBS than perhaps another stock, because it is news driven), they do not want a CPQ or DELL story to hit them like it did this summer over the weekend. Also, I have noticed, if new news is not announced SAT AM it usually is not coming MON as well, they usually kind of leak it out on SAT. MileHigh

To: REH who wrote (7816)	10/3/1998 10:59:00 AM
From: MileHigh	Respond to of 93625

KIM, Nintendo and NEC could equal Nintendo and VCDRAM. NEC was probably was instrumental in getting RMBS the business and NEC could be working with Nintendo to switch to VCDRAM. MileHigh

To: REH who wrote (7816)	10/3/1998 11:04:00 AM
From: MileHigh	Respond to of 93625

Thread, Intel, which has spent time and resources moving memory and PC makers alike toward a 1999 adoption of the Direct Rambus DRAM interface, didn't rule out future support for VCM. However, the company has made no publicly stated provision for the architecture in its roadmap. Just for "fun" and I am NOT trying to say this will happen at all, BUT could you imagine what would happen if INTC came out publicly and started to support some of these alternative DRAM technologies!? IMHO, that would be a story change. MileHigh

To: REH who wrote (7816)	10/3/1998 11:12:00 AM
From: MileHigh	Respond to of 93625

To the tech enabled, What does "merge" and "come together" actually mean or constitute for RMBS? Good or Bad? MileHigh Eventually, the two technologies should cross into the same performance class, at which point Intel could consider offering chipset support for the VCM architecture and meld the Rambus interface with the new SDRAM core, analysts said. "We'll have Rambus coming down from the top and VCM coming up from the bottom, and, at some point they'll meet," said Steven Cullen, an analyst at In-Stat Inc., Scottsdale, Ariz. "They could meet and merge." Rambus Inc., Mountain View, Calif., said all its Direct RDRAM licensees have the ability to design VC-SDRAM-compatible chips, including NEC, which has not yet made a move in that direction. Rambus predicts that VCM will have to earn respect in the market, and that the two technologies will have to enter the same price/performance sphere, before they are brought together.