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

To: unclewest who wrote (17338)	3/13/1999 8:29:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

uncle, You ever heard the expression, "don't attack the messenger"? My whole post was not about being right, I was simply writing what the BW article was saying, not me, what BW said. READ THE ARTICLE. I can not paraphrase the whole article, that is why I said everyone should read it, ok? My post had nothing to do with me selling RMBS or that I think RMBS is a dog now. I was simply bringing up the article as a "talking point" (Sorry Monica). Talk about assumptions- but i believe the newest announced palm pilot will use an armhy core with a rambus interface. You could be right, but I never heard this. Again, I hope you are right, just never heard this. don't we expect rambus to start taking over laptops early next year? Again, the article talks about "non-traditional" laptops, will RMBS be in these limited use handhelds? I don't know, but I sure hope so. sony's entire new product line is rdram dependent Come on unlce, this is a stretch. We have read nothing that their "entire" new product line will be RDRAM "dependent". If you have, please post.....Again, I hope you are right, but I believe this is a stretch. matsushita has announced that they are designing a wide array of consumer products all requiring rdram. Please post this as well. the only memory for digital tv will be rdram. Could be, but DTV is several years away- who's gonna buy a $30K TV in the near future? HDTV is about $12K now. the list of rdram uses is very long and growing longer rapidly. This I agree on totally, but it's all discounted in the stock price already. in addition we all keep upgrading here in the usa. there is a lot of room out there for pc sales. The BW article argues otherwise...The BW article argues this, not me, ok...I just happen to agree. finally regarding dell. dell's share price was up nearly 400% in the past year.....(snip)...... i think dell is going to be o.k. I never said DELL was not going to be OK. I am not that stupid. BW questioned their ability to grow at 50% per anum, and I agreed. They will still make a ton of money. It's the growth rate that is sooo important when one is discounting future earnings. This is why the stock has gotten pounded. but i question your assumptions. What was my assumption? That the PC world is ending? It was not that. I believe there is trend away from traditional PC sales. I am not silly enough to say, "Thread, I just read a BW article and there are not going to be any PC sales next year!" I have written enough and we can discuss more of you like. I have 5 responses waiting for me <gg> Regards, MileHigh

To: unclewest who wrote (17338)	3/13/1999 8:52:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

milehigh,a follow-up to this thought... <<milehigh, i hear you but i'm not sure you are right. i.e., i could be wrong on this i'll try to verify but i believe the newest announced palm pilot will use an armhy core with a rambus interface. >> i give you the following info not as an ad for armhy but to show you how significant the rmbs interface is going to be in everything else but PC's. i cannot find a reference to palm pilot and rmbs specifically. i can tell you this however... sony uses an armhy core with a rmbs interface in one of their game add-ons. intel is expected to release a 600mhz armhy core device in q2 next year. imo it has to use a rmbs interface. samsung has licensed arm9 processors for pda's, set-top boxes etc. imo they also will utilize the rdram interface. 3com and armhy have an alliance. i think 3com or coms owns 40%-50% of the palm pilot type processor business. by this connection, i deduce a rmbs connection. hp a new rmbs partner has an armhy connection. fujitsu a rmbs partner is also an armhy licensee for portables, digi cameras, set-top boxes, cell phones, disk drives, etc. plenty of uses for rdram here. i believe the 2 main current hdtv producers, sony and panasonic(matsushita) both use rdram. ti is using rambus tech in high speed switches. my point is this RAMBUS RDRAM is everywhere. almost every new processor based product that i research is being developed to use rambus technology in one way or another. armhy has serious competition; i.e., mips, mo, ti(although they are growing at a phenomenal rate). RMBS HAS NO SERIOUS COMPETITION. NO WHERE. unclewest