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


To: TST who wrote (19163)4/23/1999 12:24:00 PM
From: Panita  Respond to of 93625
 
Get on Phone and call (800)752-cnbc ask Fred Alger's opinion on RMBS



To: TST who wrote (19163)4/23/1999 12:31:00 PM
From: RetiredNow  Read Replies (2) | Respond to of 93625
 
Well, nothing's certain, and that's for sure. But as others have pointed out, literally billions have been spent on RMBS to date by all the companies that have licensed and tested RDRAM. So it's kind of late in the game to be changing course now.

I posted this awhile ago, but I'll say it again. The most likely scenario is for Intel to support a dual standard (SDRAM 133 and RDRAM) on the same board just like they did with EDO and SDRAM. It makes sense for Intel, so they don't isolate their partners and customers. Then eventually (a couple more years down the road) RDRAM will be supported alongside the newest killer memory solution. That's just the way things go.

All of this most recent FUD is old news. There is ABSOLUTELY NOTHING NEW HERE. I know it's not obvious to most, as evidenced by the stock's precipitous drop. But to me it's plain as vanilla: the weak hands are getting shaken out so the big money can buy more. I am considering buying more here, but in truth, I'd have to transfer more out of my mutual funds to do it. Otherwise, I would have done it already. Also, I don't want to get into the margin game with Y2K looming so near.

Anyway, good luck to you!



To: TST who wrote (19163)4/23/1999 12:38:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 93625
 
sounds scary
It is kind of scary, but without Rambus there is no use building processors faster than about 500Mhz. The difficulties are being overcome even as we sit because there is no choice but to make this work in volume.
TP