Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Dan3 who wrote (27287)	8/20/1999 6:30:00 AM
From: unclewest	Read Replies (2) of 93625

dan, here is another take on intel's plan and rambus performance. unclewest written by rayasa, I am not seeing any signs of intel backing out of rambus. As dell said their workstations with two rambus channel (3.2G bandwidth) will be ready by fall time. Any competition to this by that time? either amd or other? i guess not. Here is little info that shows intel is going after server market with rambus. Recent chipkill news from rambus confirms this (see rambus web page). developer.intel.com then click on "List of sessions" to see rambus info. Popularity of intel linux servers among small/medium isp's may present a strong growth for intel/rambus based servers. In both workstation and server market, people are willing to pay addtional $200 to $500 for rambus based systems. Dell's white paper claims that rambus is a good choice for mobile pc's. overall intel's rambus plan looks good to me; first work-station then server then mobile and finally capture desktop. by the time they capture desktop I think we don't see much price difference between pc100/133 and rambus memory. I guess intel knows by now the performance improvement in using rambus. intel is not foolish enough in talking/presenting rambus at idf if there is little or no performance improvement in using rambus. here is idf schedule, (http://developer.intel.com/design/idf/sch0715.pdf).

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