Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.08

+2.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: NightOwl who wrote (48315)	7/30/2000 8:51:05 AM
From: Zeev Hed	Read Replies (1) of 93625

Nightowl, you finally got it, that is exactly where we are headed. You will not lose the random walk of traditional PC (but may not get much of an oomph with RMBS with highly randomized short packets), but you will enable seamless streaming applications. The proof of the "merging" of PC computing, communication and entertainment is the AOL/Warner wedding. Will it go there? I don't know, but it sure looks as if that the general strategy. Will it succeed? I do not know. When computing and communications merging was "attempted" on a grand scale before (IBM/NCR) it was foiled. Watch how successful the warnert/AOL wedding is to get an inkling as to the success of this trend. However, to allow such a future merging, the underlying hardware (and software) should be unabling and take into account the most demanding applications. The way I see, INTC does not want any part in the computing platform to serve as a bottle neck to ever increasing CPU speed. If they accepted slow evolution of SDRAM into DDR DRAM, they would soon find themselves producing premium (high frequency) CPU's that cannot be exploited at max speed because of slower memory, and thus enable to charge the huge premiums for the fast parts. Profits would disapear (commodity state). That is one reason Grove and Gate are "in bed" with Wintel. Zeev

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next