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


To: unclewest who wrote (18820)4/17/1999 7:13:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
i do believe that this 90 day delay and temporary, short-term speed reduction has opened up a feast for the reporters. the nature of news is controversy. these two items are being used to write "national enquirer" type news articles in fairly obscure publications.

i am very impressed that the main business and general news media refuses to reprint this junk. these reporters are hoping for bigger paydays. they are not getting these paydays by denigrating rambus.

it does seem ridiculous to talk about memory support infrastructure and then list one small company as the infrastructure, or to suggest that intel, the king of memory, rethink their rdram position especially in light of all of the intel news releases regarding 100% rmbs rdram support.

i wonder why they don't suggest that sony and toshiba rethink their support of rambus rdram and total rejection of ddrdram. after all, sony is spending $1 billion dollars as fast as they can to get into the rdram business. or mu, micron is building $500 million dollars worth of rdram production lines as fast as they can. why no mention of high speed ddrdram instability problems? why don't these guys talk about the 15 memory makers, representing 95% of the world's production, who have announced rambus rdram production plans for this year and expansion plans for next year.

infrastructure??? want to talk about infrastruture, why not mention the 75 top technology companies that are lined up behind rambus and are already in production of some element of the rdram package.

did you catch the subtle comment about heat? i wonder why the reporter failed to mention that rmbs and intel explained in february that rdram now produces less heat than sdram and we will see rdram in laptops next year. i believe that. intel is the world's largest chipset mfr and toshiba is the world's largest laptop producer and we know which memory they plan to use.

and finally the big question that these reporters and ddr advocates failed to answer...why have we not seen one single prototype of a ddrdram enabled computer anywhere by anyone? sony told us ddrdram is unstable. intel refuses to support it. wonder what other problems they are hiding?
unclewest