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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%Dec 1 3:59 PM EST

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To: Dan3 who wrote (27298)8/20/1999 2:34:00 PM
From: John Stichnoth  Read Replies (1) of 93625
 
Guys, (Dan3 and Tenchu) Maybe a step back is needed.

First, I believe it has been agreed that Tom's Hardware Guide is an interesting, but unreliable, source. Tom's attitude is to question Intel; to be their sceptic. That's fine, but recognize his point of view and take his results with a grain of salt. Tom's value is to help raise questions, not to provide answers.

Second, The question is not necessarily whether Rambus provides an edge on a current generation chip, whether pre-production or production. It is what box-makers will be putting into their machines in this and following generations. With the major box-makers all lining up to produce their newest and best machines incorporating rambus, we have our answer.

Ultimately, the performance edge will be important, but that will likely occur as we move to faster and faster CPU's--from 600MHz to 800MHz and beyond. And it is in these faster models, appearing next year, that we will see the real performance edge. And while I'm not contesting either of your assertions regarding September chipset results, I haven't heard any contradiction to the assertion that RDRAM provides the better migration path.

Best,
JS
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