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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 105.01-5.1%Nov 11 3:59 PM EST

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To: dumbmoney who wrote (29595)9/15/1999 10:44:00 PM
From: Dave B  Read Replies (2) of 93625
 
dumbmoney,

<What do you mean by "promote"?>

"Promote" means to publicize the message about your product or services. The message can include product benefits, corporate information, et cetera.

<Everyone knows about it. >

First of all, not everyone knows about it (DDR). Secondly, and more importantly, if the message gets out that RDRAM is the memory of the future (as Intel, Dell, Samsung, etc. are positioning it) and DDR presents no message at all, then potential customers will be moved toward RDRAM because their perception is that it is the future and direction of the market. The managers responsible for DDR need to build an image around DDR -- an image that it's the future of memory because it's faster than anything else, easier to work with, whatever.

This is why HP, Dell, IBM, AMD, Intel, Coke, P&G, Archer Daniels Midland, Ford, GM, ad nauseum spend millions of dollars (billions, collectively) to get their message out to their target customers -- to make certain that the message that the customer gets about their products and their company are the ones they want the customer to have, not the one their competitor wants the customer to have of your product. Pepsi wants you to believe that if you're a Gen' Xer, you need to be drinking Pepsi. Dell wants you to know that they provide the best customer service and support in the PC business. Intel wants you to know that if it has an Intel processor inside, then it's a safe buy. Intel/Rambus wants you to know that RDRAM is the memory of the future, and I suspect we'll see quite a campaign in the EE and trade pubs beginning in a couple of weeks.

"If you build it, they will come" is a pipe dream.

<I'm actually looking for an announcement of a high-volume product that supports DDR.

Well, I mentioned graphics.>


I'd like a specific name of a specific product at a specific company. From what I can remember, DDR chips began shipping sometime over the summer. Who's using them in what products? There has to be some somewhere (and it would actually surprise me if you couldn't come up with a single product). But there certainly isn't an announced flood of new products using DDR, which is supposedly already shipping.

<PC133 is the competition for PC main memory.>

PC-133 is a replacement for PC-100 -- not even the DDR crowd is trying to position it as anything more than a transitional product. DDR and RDRAM are going head to head.

Dave
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