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

To: unclewest who wrote (17074)	3/5/1999 6:57:00 AM
From: capt rocky	Read Replies (1) \| Respond to of 93625

all, an analyst on cnbc yesterday stated that pc sales are slow and getting slower, and what the industry needed was a pc that would make you scrap your present pc and buy a faster better one. intc knows this and knows rmbs is the only way to go. 133 mghz is not the killer pc. 800 mghz is . it is that simple. PIII is a stop gap. we all know it . the next generation is rmbs! capt. rocky

To: unclewest who wrote (17074)	3/5/1999 7:06:00 AM
From: unclewest	Read Replies (3) \| Respond to of 93625

the way i see it... rmbs rdram was scheduled for <5% of PCs in 99. now everyone wants it yesterday. the groundswell behind rdram is enormous and expanding. the list of incredible design wins grows weekly increasing demand for rdram, pressuring mfr even more. market anticipation is awesome, heck sony is already promoting rdram inside and they do not have any rdram to sell. the rdram ramp up now in progress is awesome and going strong. these are the companies involved: rambus.com clink on each link. go to each companies website. do a search for RDRAM at each company. i promise you will be awed. all of your questions will be answered by doing this little drill. is there a problem...yes...the original production schedule for rdram has been jacked forward. this is a huge industry very difficult to turn on a dime. everyone needs new equipment at big expense. the reward is huge also. intel is throwing $$$ around. rmbs has been using warrants as incentives to producers. rmbs has been sending engineers around the world to assist mfr in the ramp up. everyone's production schedule is suffering changes. rdram test equip that producers must have is coming a little slowler than the dram guys want. is it behind schedule? no!!! it is way ahead of schedule but still not fast enough. to satisfy demand. the PC guys that were not behind rdram in the beginning and/or can't get sufficient quantities until the full rdram production ramp up is complete next year, are scared to death. dell and cpq are bringing out "rdram inside" in a few months. intel has promised a big promo for rdram. dell has their rdram promo ready to roll out. who is going to buy 100 memory when 800 memory hits the market? until 2 weeks ago rambus seemed to have 2 competitors. sldram and ddrdram. since then the sldram consortium completely folded and sony declared ddrdram unstable and switched to rambus rdram. as big as sony is, they cannot get any rdram until next year. the industry needs a short term filler of some sort. enter a little faster sdram. the techies have explained here many times that this is it for sdram the last hurrah. it cannot be expanded beyond this final iteration. i believe them. as intel moves to ever faster processors over the next coupla years rdram is demanded. the rmbs ceo explained that memories like 133 and/or ddrdram are stop gap measures that may have one brief life cycle during the production ramp up to rdram. i believe him. with insufficient quantities of rdram currently available these guys are desperate for any speed increase at all. otherwise they will sell nothing once rdram hits the streets. as soon as they can get rdram they will buy it. as rdram production takes off and all 15 dram mfr get on line, they will produce more and more rdram reducing the cost and less and less sdram raising the price. this is easy. unclewest