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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: Dan3 who wrote (27110)8/15/1999 1:55:00 PM
From: grok  Read Replies (2) of 93625
 
Re: Pixelfusion

Dan, I think that PixelFusion is about as perfect an application for Rambus as you'll find. In general graphics chips are a good match for Rambus because they have much predictability so designers can get the full potential out of rambus by filling up the channel with transactions and sustaining a very high data rate. This is different from the peak rates usually quoted and rambus comes out better on sustained bandwidth and can almost match the peak bandwidth while its competitors all have a big fall off from peak to sustained.

Also, the low pin count allows several rambus channels and graphics designers can make good use of the different channels.

However, Pixelfusion is one of many new graphics companies over the last five years which has busrt onto the scene and expected to take over the world. Most of them are history now and Pixelfusion will be very lucky if they aren't out of business in five years. The problem is that there are more graphics startups than there is market. There have been something like 40 companies going after the graphics business and realistically only about 5 can be successfull.

Pixelfusion is coming late into a market that has already been a blood bath. Is there technology good enough to overcome the momentum that the current leaders have? One problem is that their massively parallel technology results in very large chip sizes. Can they hang on long enough for cmos technology to scale enough for their chips to become economical?

Overall, I'd give Pixelfusion a low probability of success.
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