Rambus
I wouldn't be so positive about the fact that RMBS has crossed the chasm.
I am positive it has crossed the chasm; it has a toehold, and is being widely advertised by Dell for desktop PC's; moreover, it has been available since Oct '99 for workstations, also from Dell and others too. It is across the chasm, without any doubt. Rambus advocates (i am neutral) point to other potential pins in the alley, ie telecommunications, PDAs, and such. Rambus widens memory bandwidth, in keeping with an important theme in this Internet era, and in line with Gilder's thinking.
Or maybe it has but the landscape on the far side of the chasm is very narrow pinnacle.
I'm in full agreement with you here. As I said in my post, Intel has a history of blinking, and we'll see what evolves. I've learned that press releases, and news commentary, on either side cannot be fully trusted. THis market segment, therefore, is a perfect example that supports the dictum of waiting until the Tornado to start before investing in an enabling technology.
Course, I was eager to get in early, and lost opportunity for 6 months last year when I invested in Rambus. How ironic that others are doing this now with other gorilla candidates, and doing spectacularly well. No sour grapes here; am really happy for my threadmates' success.
Best to you,
Stan |
