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

To: bundashus who wrote (20487)	5/19/1999 9:10:00 PM
From: unclewest	Respond to of 93625

bund, glad to hear all your shares are green. re: when do we double? milehigh is in charge of predictions...just to remind you of a few. mindmeld says 500 end of 2000. stuart says 500 in april 2001. i said 295 end of this year. rocky says 90 next week. are you having fun yet? unclewest

To: bundashus who wrote (20487)	5/19/1999 9:47:00 PM
From: Doug M.	Read Replies (2) \| Respond to of 93625

bundashus, Rambus is an engineering think tank. They're already working on RDRAM II as I write this. Current RDRAM has about five years of headroom because it scales accordingly. Rambus has one of the highest retention rates of engineers in Silicon Valley - these guys know Rambus' potential. My theory is that Rambus will work closely w/Intel throughout the years to come up with the successor to Direct RDRAM. Rambus will have plenty of $$ to pour into R+D. If Rambus can invent RDRAM I, I believe they have a real good shot at RDRAM's successor. They'll have the talent and the money. Current DRAM companies aren't able to fulfill the role of manufacturer / think tank. They are very reluctant to change as it is. PC 133 offers little if no advantage over PC100 and the DDR II consortium doesn't have a real product yet. Thankfully the PC industry has Intel to help drive progress. These developments take a lot of coordination and prior planning. Rambus and Intel have been working together for years. That's why it's so preposterous to think Intel was ready to drop Rambus at the drop of a hat. Intel gets no credit, they're an organization full of top notch executives/employees. People think they're idiots sometimes. Intel isn't going to invest $600 million + in Samsung and Micron without a well thought out agenda. They also met with most, if not all, of the top Japanese DRAM manufacturers with the intent of investing more. The Japanese were too proud to accept; also, they didn't want to give up their autonomy. Some people think that Intel is all of a sudden going to say, uh oh, we made a mistake...no more Rambus. That's not only really stupid, it's ridiculous. Think of how Intel got to where they are. The company is not full of newbies...the management team is fully intact with the original veterans. Getting back to my point, it's very complicated for Intel to work w / consortiums, etc. to develop next generation technology. It's very convenient to have a one stop shop engineering think tank like Rambus. Rambus was chosen due to its technical superiority and because it has plenty of headroom. They are committed to outdo themselves and I believe they can. I know I said a few things that didn't pertain to your statement but once I get going I just think of additional stuff. Congrats on hanging in there w/Rambus, Doug