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

To: dumbmoney who wrote (19494)	4/29/1999 10:40:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

>>When/if Intel puts Rambus controllers directly on the CPU, it's a completely different ballgame. From a technical point of view it gets rid of the front side bus bottleneck and reduces latency. From a market point of view it means that Rambus will be the ONLY PC main memory option. From a stock point of view, RMBS will go up 300% overnight. Please let me know a day ahead of the announcement. <g><< I'm sure Ten will be happy to oblige, but you'll be paying a helluva lot more than $60/share....But what the heck, 300% overnight... it'll be worth it to pony up for a few shares....LOL. bp

To: dumbmoney who wrote (19494)	4/29/1999 2:06:00 PM
From: Tenchusatsu	Respond to of 93625

<EDO, PC66, and PC100 were stop-gaps too and that didn't prevent them from selling a lot of units.> Not really. EDO DRAM might have been a stop-gap solution, but SDRAM in its initial form (PC66) was a significant standard, mainly because during its mainstream adoption, there really was no viable alternative. Then PC100 SDRAM became the next significant standard. I don't consider PC133 to be more than a stop-gap solution, because RDRAM will soon be here as a viable alternative. Sure, RDRAM will carry a small price premium over PC133 and may not exhibit immediate performance advantages, but that's exactly what they said about SDRAM vs. EDO DRAM. <My concern is that RMBS shareholders may have unrealistic expectations for the short term. Until those expectations are corrected RMBS is a risky purchase.> You may have hit the nail on the head. The short term is going to be very bumpy; that's why I'm out for now. But as soon as I can, I'm going to jump back into this stock and wait for the eventual take-off. <When/if Intel puts Rambus controllers directly on the CPU, it's a completely different ballgame. ... Please let me know a day ahead of the announcement.> Unfortunately, I'll probably find out about the announcement the same time you will. Tenchusatsu