UpNorth:
Stan, WRT RMBS, I think we are seeing similar cloud formations. Seems to me the Value Chain is already in place with the RAM fabs, with Boxmakers, and with INTC. The chasm will be crossed similar to a well planned military invasion. The logisics for support are in place. The battle is well planned. When Intel says "Camino shipping, RMBS supported" the bridge over the chasm is lowered into place. When Dell says "Rambus Inside", the chasm is crossed.
Note the tremendous, whirling winds predicted just on the other side of tha chasm.
Jerry, I wonder if it is really true that when Dell announces workstations and high end PCs with Rambus Inside, that that will = a chasm crossed. The chasm is crossed with "widespread adoption", and Dell represents 1 boxmaker, and the segment of workstations is a sub-portion of the Computer industry. Perhaps "widespread adoption" will be defined when Rambus is found in > 50% of all DRAM sales. I don't know, but I am not sure that Dell's annoucement will represent a chasm crossed. However, it will suggest the chasm can and will be crossed someday soon, and will likely be greeted by rising share price with this expectation.
What do others think?
Stan |
