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

To: Sam P. who wrote (10819)	12/2/1998 5:22:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

looks like the competition isn't going to rollover and play dead. my scrambled thoughts are: there is certainly going to be more that one kind of dram memory for the next few years. rmbs nor ddrdram can conquer overnite. the announcement by ibm is new and needs some technical clarification for me. i understood that sdram was extremely limited on its ability to jack up speed from here. i'm not sure this changes that. but i would love to hear tim's comments. the last release from korea about a new, faster rmbs is very interesting. should get some clarification on that as well. up to now, in the computer industry it has been "speed kills". the industry has always changed to adopt the faster technology killing the slower tech. i don't think that has changed. we'll see. the bet here to me is that rmbs wins because it is faster. as far as i can see right now, we are up about 40+% in about a month. institutional buying remains strong and increasing. thanks for that info rosemary. they have a buy and hold mentality, me too. it is normal i would say to give a little back after a big run. i suppose this news is at least part of the reason we were not up yesterday on a huge naz run up. remember though rmbs has intel's full support, mu, samsung, et al are also committed to rmbs production. in a $50 billion industry there will be more than 1 player. msft has office 97, ibm has smartsuite. which do you use? i know , me too, office 97. in the end i guess the answer will be in our hands. would you pay another $20-30 for a faster computer. ibm wants to be the major player in the low end PC business. rmbs will not fit into the sub $500 PC business plan yet. reh welcome back and have a nice trip. unclewest