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Technology Stocks : AMD/INTC/RMBS et ALL

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To: Charles R who wrote (101)	9/22/1999 1:34:00 PM
From: kash johal	Read Replies (1) of 271

Charles, Re: "Rambus potential" Well it all comes down to performance IMHO. I tend to agree with u that it will dominate the gaming market- and sony,nintendo,sega volumes are nothing to be sneezed at. Apparently its a dead duck in servers - DDR-SDRAM seems to be clearly winning. In the graphics market - It may be a small player - but embedded SRAM (mosys)/eDRAM seems to be the way to go. So that leaves the laptop and desktop markets. Power seems to be a problem for laptops but in 2-3 years as power comes down - it can be a big player - due to granularity issue - and maybe in PDA's etc. Short term laptops is dead. On the Desktop - it all comes down to performance. I am sure volume will drive the prices down. But if VC-133 SDRAM is really as fast it is a dead duck long term. I am sure they can fool the public for a while but not for long IMHO. Remember all the hype about SSE well we all know its a joke and worth diddly squat in the marketplace - the same may happen with RDRAM. We should know next week once independent folks publish benchmarks on Camino. But it does look grim to me. I am looking for a reasonable exit here out of my position. regards, Kash

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