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

To: KeepItSimple who wrote (13380)	1/14/1999 5:32:00 PM
From: Shumway	Respond to of 93625

you are not long and not short - no, you are an idiot! Good night.

To: KeepItSimple who wrote (13380)	1/14/1999 5:41:00 PM
From: John Graybill	Read Replies (1) \| Respond to of 93625

all of the major ram manufacturers are working as quickly as they can to establish rambus-royalty-free standards for the future of high speed ram. You forgot about Micron Technology, which makes me suspicious of your knowledge and your intentions. A few months ago, Micron sold 6% of itself to Intel in order to get some cash to be able to remain in business in the year 2000. Now Micron is beholden to Intel to develop Rambus memory, and Intel has the right to take back its money if it isn't satisfied with their progress.

To: KeepItSimple who wrote (13380)	1/14/1999 5:42:00 PM
From: Nick Papa	Read Replies (1) \| Respond to of 93625

<<<<< Rambus will not exist in 24 months, in my opinion. Coming from a background in network technology and electrical engineering in particular, I can tell you with certainty that all of the major ram manufacturers are working as quickly as they can to establish rambus-royalty-free standards for the future of high speed ram. Rambus only income is the license fees from their "patents" and every company east of manchuria has armies of engineers making rambus "technology" obsolete. The ram manufactures already have razor thin margins, and they know they'll be even worse if they have to pay kickbacks to Rambus. They simply will not let a monthly payment to rambus become a constant part of their revenue equation. End of story. Get out of this pyramid scheme while you still can. >>>>>> Do you have an idea which company would be the most likely candidate?

To: KeepItSimple who wrote (13380)	1/14/1999 9:18:00 PM
From: Zeev Hed	Respond to of 93625

Keep it: I believe your comment "Rambus will not exist in 24 months, in my opinion. ", to be a little broad, coming from a person with a technical background (unless you belong to an outfit where they practice religiously the NIH principles). Maybe, you lack the realities of the financial guys in those technical outfits. Ask your CFO what is better, spend money on a new R&D program that "might" be a response to RMBS' technology, or pay a royalty rate of 1.7% to get in. The answer is always the same, buy it if it is a "sure" thing, rather then spend 5% of sales on R&D (and these companies spend much more then 5% on R&D) on a "maybe". That is the financial side of the equation, the marketing side is very simple, the Industry (the box maker and chip makers, particularly INTC) have already lined themselves behind this technology as the next platform, they are not going to throw away their investments either. No, RMBS will be around, and probably at new highs at the end of the year.

To: KeepItSimple who wrote (13380)	1/14/1999 9:42:00 PM
From: PAinvestor	Read Replies (1) \| Respond to of 93625

I agree that INTC is trying to shove RMBS down the throats of the chip makers as the next standard. To me it appears that if INTC is successful in this endeavor then RMBS will do well. If not, well you have a different story. I see cracks in the INTC facade, the chip makers have already been cut down due to sub 0.25 micron rules and stringent INTC qualifications. They are hesitant to commit to a high cost technology with no guarantee of success - especially after years of losses. The chip makers smell something akin to a fragmentation of the PC industry memory standards. Thus all the talk about DDR DRAM, SL DRAM, RDRAM etc. But this has NOTHING to do with current earnings. They are not indicating how the acceptance of RDRAM is proceeding with the INCT/DRAM makers, which is where the real money will be made. That is what will ultimately see if this stock soars or dives.