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

To: James Fulop who wrote (18790)	4/16/1999 9:46:00 AM
From: capt rocky	Read Replies (1) \| Respond to of 93625

wow, is he a bear looking for an escape route or what. rmbs is in a narrow range looking like a normal stock! rocky

To: James Fulop who wrote (18790)	4/16/1999 10:35:00 AM
From: Kenny	Read Replies (1) \| Respond to of 93625

James, Boy! That brief statement succinctly illustrated a lack of business knowledge, technical understanding, and current information. I imagine that's the beauty of the capital markets. There's just enough stupidity present to create buying opportunities. Best regards James. Ken

To: James Fulop who wrote (18790)	4/16/1999 2:26:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Here's what the guy is saying (extraneous crap clipped): Are you getting out of Rambus? Almost all the major mem manufacturers are sampling their own 133 mhz sdrams, gearing for production in 4th quarter. The ram business is ultra-low-margin and the japanese memory giants arent going to pay rambus a 30 percent royalty on a product they can design in their factories for zilch. Two problems with this guy's words: 1) The guy thinks that a competing design to RDRAM can be designed in any Joe-Shmoe shop for "zilch." I guess he forgot about electrical issues which require specilized equipment, testing and validation, signal protocol development, chipset support, design specs to hand out to motherboard manufacturers, etc. And I'm sure there's a ton of other factors which can't be resolved for "zilch." 2) The guy also thinks that PC133 SDRAM can compete against RDRAM. Fat chance. PC133 SDRAM is an evolutionary step over PC100 SDRAM. It's a smaller step than the transition from the old "PC66" to PC100 SDRAM. RDRAM, on the other hand, is a much better solution than SDRAM, period. It may be more expensive, but the thrist for more computing power isn't going away any time soon. Oh yeah, one more point. I'm an Intel employee, so my words are obviously going to be biased, but RDRAM support isn't limited to Intel. Compaq/Digital is designing their next generation Alpha CPU (the 21364) with an integrated RDRAM controller. Obviously, you don't design a revolutionary new DRAM interface integrated onto the processor itself if that interface's future is in question. Tenchusatsu (The INTC and AMD threads are kind of quiet today, so I decided to drop by here for a little bit.)