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

To: Rosemary who wrote (19775)	5/9/1999 2:17:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 93625

Hello to all, I was active on this thread during summer of 98 when I was actively trading Rambus. Missed the big runup to 105, having to do a job in Africa (without access) in Oct. Very bad timing on my part. I've been following the thread closely since I've been back but don't recall seeing this posted. quote This week, Intel Corp. president and chief executive Craig Barrett made his annual visit to Taiwan to kick off the Asia-Pacific Intel Developers Forum in Taipei. At the event, EBN conducted a one-on-one interview with Barrett in order to find out more details about the company's strategy with Rambus Inc., business dealings in China and Taiwan, as well as the general health of the PC industry. EBN: It's been well documented that Rambus' licensees are having some problems making the new Direct Rambus DRAM (RDRAM) parts. Can you shed some light on that as well as the "Direct Rambus DRAM versus PC133 DRAM" debate? Barrett: We are still very excited about the prospects of RDRAMs. But it will basically be an issue of availability, cost and performance. We had hoped that [the RDRAMs] would be available about mid-year. That looks like it will slip to the third quarter. [But this] really depends on whether the DRAM suppliers who are supplying RDRAM can produce the product at the right speed at the right cost. If they are not able to compete with the 133-MHz SDRAM or whatever the alternatives are, then it could be a real challenge. But we still think that RDRAM has a strong technical capability. Unquote ebnews.com This was on 4/26 when Barrett was in Taiwan. With this attitude and the supposed support for Sdram on Camino it sounds to me as if Intel is throwing the ball firmly into Rambus' court. They sink or swim depending on their ability to compete. Taken with the fact that at least initially, real world gains may not be that significant and the cost differential is significant at least near term, I'm having trouble seeing a bullish outlook for Rambus in PCs into 2000. Rich