Mike, that's exactly the point I was hoping to make with less eloquence. Fundamentally, at RMBS, absolutely nothing has been changed by this Intel snafu. The game applications will go forward, RMBS will pursue additional applications as they have been doing, and in due course, Intel will get this problem licked, and RMBS will appear in the high-end systems, while PC133 will take up the mid-range systems until price points on RDRAM meet mid-range targets. I'm not wavering....RMBS will attain gorilla status. It's not an "if" question in my mind, but it is a "when". That much I'll concede.
BTW, I truly do appreciate the stunning work you and Stew are doing in sorting out GMST for the rest of us.
For my part, considering the most productive use of always limited funds, (I'm thinking of one of my sons), do MSFT and CSCO still represent the most effective use of time. Are not Q, GMST, RMBS better shots for the next 3 to 5? I'd be interested in the opinion of others. (He's the Marine guy, and they're working him to near exhaustion on F-18's...he's a division chief, responsible for powerplant, airframe and electronics maintenance in an NAS Beaufort squadron. Incredible civilian job, but a real bear for a military guy. Seven years to go for him. He's working with an IRA account that he wants to grow.)
Also: I don't pay much attention to MF anymore. How much value....credence, confidence, call it what you will...do you place in their screens. With AOL and INTC showing well a year ago, I wonder about their timeliness. The whole procedure just seems to simple, too mechanical, to be fully reliable. Care to share an opinion? |
