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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (28869)7/26/2000 10:49:52 AM
From: tinkershaw  Read Replies (2) of 54805
 
Due to low-bandwidth for the summer I hope this response is not redundant but to put the Rambus news into strategic perspective.

(1) RDRAM P IV coming out this fall; SDRAM P IV second half 2001 (9 month advantage to market)

(2) Samsung has set goal to get RDRAM memory down to a 5% premium over SDRAM by early 2002.

If these publically stated goals come to pass it is very likely that SDRAM Pentium IV's will never see the sales shelf.

It depends on how much RDRAM supply will be available and if RDRAM can close the premium gap on SDRAM as quickly as Samsung is publically stating.

In conclusion: I'd put the odds in favor of Rambus with this current scenario.

Also remember that Rambus is likely to receive royalties on all of these memory chips.

This said, still pondering if I'm going to buy back in or not. But this is the way I see the strategic landscape for Rambus if you cut through the FUD to the facts.

Tinker
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