Hey Dave.....Am I missing something in Kash's posts? I still do not believe that the "end point delta" or any other basic cost/benefit analysis is going to determine Rambus penetration of the PC universe in the years 2000, 2001 and 2002. My company, and thousands like it, will buy new PCs next year from Dell. Each year we have a "standard" machine we buy which is intended to have at least a four year useful life in the workplace. It needs to be able to handle new applications, new network demands, etc. We buy solid, loaded machines not at the top of the price range, but close to it. (right now our "standard" is a Pentium III 450 megahertz with 128 mgs. of RAM) The price point on our standard machines gets better every year; we get much more bang for less buck. Our budget for hardware does not really take into account this fact...it assumes stable pricing for similar performance. So we win each time we upgrade. We win on price, on quality and on performance.
Now, when Rambus becomes the standard, we are not going to worry about $200 difference when we buy that PC which has to last for four years of constantly evolving demands. We will buy the machine that can handle the unforeseen demands. That machine should have the most powerful memory interface possible because, you know, we might be trying to deal with streaming video, voice recognition and who knows what else in three years. My IT guys will buy the Rambus system. |
