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Technology Stocks : AMD/INTC/RMBS et ALL
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To: Charles R who wrote (69)9/18/1999 5:54:00 PM
From: kash johal   of 271
 
Chuck,

Re:"It is interesting that you compare graphics situation with RDRAM situation. I do not see much of a similarity - in graphics the consumer is getting a high end card that distinctly does more than he needs. In the case of RDRAM, you are saying that RDRAM will underperform its competitors (not by much but still..)"

Actually u misunderstood.

I still expect Rambus to be a slight to no improvement over PC100/PC133.

I expect it to be a significant improvement in stuff like voice recognition where bandwidth is being stressed.

Obviously if PC133 is truly FASTER than RDRAM then we have a major problem in my position. But I just don't see it happening.

regards,

Kash.
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