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

To: MileHigh who wrote (20161)	5/13/1999 3:56:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

milehigh, the fact that ibm is out of the dram business is huge news for rambus. removes one more lingering doubt about possible competition . ibm's logic chips may well use an rdram interface. we will have to see. unclewest

To: MileHigh who wrote (20161)	5/13/1999 5:03:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

milehigh, wow, what an exciting day. your post that ibm is out of the dram business is facinating me. ibm had previously announced that they were working on some new super memory project...that always concerned me. not any more though. also, ibm was a major player in the sldram memory consortium that folded a month or two ago. ibm has also been a major player in the ddrdram consortium. if ibm is out of the memory business it must mean they are out of the ddrdram business. did ibm like sony and intel find high speed ddrdram unstable and decide not to use it? are they settling into using rambus rdram? it seems they must be. what else are they going to use for memory? is the ddrdram consortium about to fold?...they just lost sony and ibm. intel steadfastly refuses to support ddrdram. who is going to use ddrdram once the much higher speed and stable rambus rdrams are available in 90 days? ibm is a long term rambus partner for rdrams and asics. rambus.com to answer another of your questions...yes rambus can and will and is being designed and used for embedded processors. i predict the ddrdram consortium will fold once micron's huge rdram production line comes on board in the 3rd and 4th quarter. by then all 15 rdram mfrs will be up and running. intel declared rambus the new memory technology for the foreseeable future last year. rambus is the only high-speed memory technology that works. there has never been a demonstration of a working model ddrdram. the implications here are enormous for rambus. it means a MONOPOLY. RAMBUS has NO competition...NONE. unbelievable, but it has happened. unclewest