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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Glenda King who wrote (5613)	8/30/1999 1:54:00 PM
From: Uncle Frank	Read Replies (3) of 54805

>> Microprocessor speed doubles every 18 months. Memory has been the bottle-neck. MSFT programs are requiring more memory. I'm not an expert in this area, Glenda, since I sell legacy memory, not the new hot stuff. But, as I understand it, as of today there are no mpus that can take advantage of rdram's increased speed yet due to architecture. When they come out, it is still a question mark as to how they will be received, since they will be pricey and the PC is not the bottleneck for the Internet at the moment - the bandwidth supplied by the isp is the limiting factor. SO, in order for rdram to be a Tornado product, the bandwidth restrictions need to be solved on a large scale (cable or dsl) AND the new generation of mpus must receive wide acceptance. But, in the meantime, the large Asian memory manufacturers are rushing to develop other memory architecture approaches that will not require big royalty payments to Rambus. Imo, rmbs is not a no-brainer like qcom. Frank

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