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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.68-2.7%12:59 PM EST
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To: Tenchusatsu who wrote (42236)5/15/2000 4:37:00 PM
From: gnuman  Read Replies (1) of 93625
 
Tench, re: Anand, Tom, etc.
In the battle for bragging right's I suppose all of this is interesting. The press sure pick's up on it because it's controversial. (It's amazing how a review quoted in the press can swing valuations overnight). Obviously the PR departments recognize this. As for Anand, he did say the article was at Rambus' request. ( And apparently there will be a follow on where he hopefully will respond technically to many of the reader input's).
But when all is said and done I doubt if 10% of systems are purchased because they do this or that a few percentage points better than another.
I think quality, reliability, robustness, support, suitability for the tasks over the life of the product and price are the key issues.
(If the first five are deemed relatively equal among choices, it's price, price, price).
Even if there were no AMD or DDR solutions, I think customers would choose system vendors and platforms based on those criteria. No doubt Willamette will find it's place in the performance segment. But IMO it's displacement of other platform's in the value/mid range segments will take some time.
I think that the SDRAM solutions from Intel will maintain major share much longer than people expect.
JMHO's
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