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

To: Robert Jacobs who wrote (17295)	3/11/1999 6:35:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Robert, No effect. This may sound like a flip answer, but it's not. 133 MHz DRAMs are a final attempt to squeeze the last drop of speed out of the existing SDRAM technology. DDR DRAM is an attempt to modify the existing SDRAM technology slightly (using both edges of the clock) to squeeze another ounce of speed out of technology. Neither will have an effect on near or long term success of RDRAM because Intel has "decreed" that RDRAM will be the future. Both of the other two are dead-end technologies. Dave B

To: Robert Jacobs who wrote (17295)	3/14/1999 1:58:00 AM
From: steve kelly	Read Replies (2) \| Respond to of 93625

Robert, The PC133 SDRAM's in my opinion is extremly bad news for Rambus, and also for Intel in the end. Let me list several reasons why. 1. PC133 SDRAM's for most of the DRAM produces is just a faster version of the current PC100 chips, the process can be modified very easy, and currently most of the DRAM producers are already producing this speed grade. 2. None of the DRAM producers want to pay a royalty to Rambus to produce a part that will much more expensive to produce. 3. The boxmakers know that to continue to sell to the mass market that they have to check the price of the PC low, the higher cost of the rambus DRAM's will push this price up. 4. AMD in January sold more processors into the retail market than Intel, so Intel does not have the market clout to force this on the boxmakers, and AMD/National will use Intels Rambus commitment to take additional market share from Intel. 5. The PC133 SDRAM is a leadin to a PC133 DDRAM, so in essence by staying with a well understood SDRAM type memory the boxmakers will be able to deliver incremental performance gains to the mass retail customer with no additional cost, this model is one that in the past has worked well. There probally more reasons, but its late and need to go to bed..