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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Tony Viola who wrote (2934)6/22/1999 2:21:00 PM
From: Apollo  Read Replies (1) of 54805
 
Tony:

Took the liberty of re-posting your excellent remarks on Rambus thread, and got this response below; bringing it here for others. I know you already know this.

Stan
_____________________________________

To: Snasraway (23315 )
From: john douglas Tuesday, Jun 22 1999 2:06PM ET
Reply # of 23319

Two thoughts on Rambus being 3 years late.

First, perhaps we are temporarily in a valley where the current top-of-the-line hardware platforms deliver more performance than is needed by most users. This does not bother me. While I can't predict which particular killer application yet to be developed will drive Pentium IV chips and Rambus memory, I have no doubt it will arrive sooner than we expect. Better voice recognition, streaming IP-based movie rentals, high quality video telephony. Your guess is better than mine. The older software engineers will recall that when MSFT developed DOS for the original IBM PC, the architecture limited memory to 640K, because no-one could possibly conceive a PC would need more memory than that. So where are we now? 64 Meg RAM is standard. The IBM/MSFT forecast was off by a multiple of 100.

Second, don't worry about competition in the game console market. Nintendo and Sony already sell their N64 and Playstations at a loss. What they care about is market share, so that they can make the profit on the game units sold. And with an 11-year old and a 13-year old in the house, I can tell you that game console performance does matter. Nintendo and Sony will pay whatever they must to put the best technology on the store shelf.

Just my $0.02.


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