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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST
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To: Dave B who wrote (29108)9/10/1999 12:41:00 AM
From: grok  Read Replies (1) of 93625
 
RE: <Think about it. Think about Dell. Think about Intel. Think about Samsung. Think about Compaq. Think about Sony. Think about Nintendo. Think about all the collective intelligence that has driven those companies to the tops of their markets. Think about the hundreds of people at those companies working on the issue of providing the best performance and product longevity to their customers>

I often think about the many people at the dram companies who privately denigrate Rambus and Rdram but who are unable to speak out publicly. I even know engineers at Intel who criticize the Rambus decision but would never dare say so publicly. You'd be surprised at how Compaq had been planning on following Intel's direction and switching entirely to Rambus but has reassessed that decision due to all the problems with Rambus and now may not intro any Rambus products this year. I think of Dell who always follows Intel and wonder why they are not switching 100% to Rambus instead of only 50%. (Maybe they believe Jay Bell's benchmark report -- just kidding!)

So now we come to Sony. If you looked closely at the Sony PlayStation II and talked to its architects and designers like I have you'd soon come to the conclusion that they just threw everything that sounded whizzy into it with no regard for cost or risk. That is why I've predicted on this thread that PSII will ramp to volume long after it is being claimed it will.

Anything else you'd like me to think about?
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