Ben, I think that might be a mistaken assessment about RMBS. View it from the point of view of the gorilla, INTC. Right the CPU is no longer the bottleneck, thus they cannot sell high margin "soupped" up CPU, they have to bring the market once more to the visualization that CPU speed is the bottleneck in data processing or any PC for that matter, that is why they have supported the RMBS gambit, it removes the memory/CPU communication bottle neck and places performance premium once more at the CPU.
Now you'll ask who wants more performance, I know I do not need it for most of what I do at the computer, well, they'll invent this themselves (with the help of their partner in the Wintel "conspiracy"), they'll sell you computer that include speech synthesizers, or read your lips (or at least have language recognition to type directly you speech), they'll pack the internet with sound and video information that will dazzle you, and of course, in time require moving all the way to 1,2 GHz, or maybe close to the current silicon limitation around 2 GHz (but they won't make it so far as to go to the domain of GaAs, mind you...).
Zeev |
