Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Alan Hume who wrote (10946)	12/3/1998 7:15:00 AM
From: unclewest	Respond to of 93625

i posted this on another thread this am in response. 2 comments. the royalty issue is rather benign. it is discussed here often though. a 1.7% royalty on the memory alone is very low for the incremental speed increase involved. since intel presently makes 83% of the chipsets for the world's pc's, and since they have recently crowned "rambus rdram" the king of memory, and the pc memory standard for the future, most of us think rambus has won the race. personally i don't think it matters what the other 17% of the chipsets are. 83% of a $40-50 billion dollar a year business in 2001 makes me smile. bow to the king........jes kiddin'. unclewest

To: Alan Hume who wrote (10946)	12/3/1998 7:18:00 AM
From: unclewest	Respond to of 93625

thomas thought, i was getting carried away on another thread. my response . thomas, sorry don't mean to get carried away. i am exuberantly ecstatic however. maybe i'm just overwhelmed with the fantabulous business model and prospects for the incredible rambus rdram product. the new memory standard for the computer industry. since you mentioned graphics, have you thought of this. at comdex, the major graphics card mfrs said they were moving to rdram. this is certainly an outstanding use of rdram. now follow this. intel is getting rdram chipsets together, the graphics guys are switching to rdram, texas instruments is mfr rdram telephone stuff...follow me now. this rdram is not compatible with sdram. the guys on the other side of this equation are going to have to play with themselves. re nintendo. they just announced a 30% increase in sales using rdram. they have proven the superiority of rdram in graphics. take the big test. ask any 12 year old what his favorite game is. oh ya, rambus will collect a royalty on the additional 30% of nintendo sales. did you read that toshiba and kingston started shipping rdram to dell last week? did you read that the demand for rdram is expected to be 175,000,000 units in 1999 and growing exponentially from there? have you e-mailed michael dell to tell him about the big mistake he is making? promising not to get carried away, unclewest

To: Alan Hume who wrote (10946)	12/3/1998 7:19:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

TOKYO, Dec 3 (Reuters) - Fujitsu Ltd said on Thursday it would announce at 3 p.m. (0600 GMT) joint development with Toshiba Corp of memory chips. What time is 0600 GMT in NY? I never could remember this. MH

To: Alan Hume who wrote (10946)	12/3/1998 7:36:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

alan, samsung has made regular announcements about rdram production. the last i remember was 1,000,000 units per month by this month. ramping rapidly to 3,000,000 per month. then a coupla weeks ago they upped it to 4,000,000 a month by mid-year. by then, mu should be in the game their rdram production is forecast to greatly exceed samsung. in fact, i read a report in the past few days that rdram is going to move mu ahead of samsung to be the world's #1 memory maker. probably why mu stock is taking off. know what i like most about this? intel + mu + rambus = all American! "BUY AMERICAN" wonder if they can hear that in korea, taiwan and japan? unclewest