Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Michel Bera who wrote (631)	8/1/1997 10:56:00 AM
From: Douglas Perkins	of 93625

MiB Good points, but problems exist to be solved. Multi processing offers the next advance in computer speed. Super computers, such as Cray, "hit the wall" on cpu and bus speed. Relatively small (say 64 cpus) with some form of cooling offer the next advance. Single cpu supercomputers are in a performance dead end (at present). Software is adopting to multi processing as Windows NT is written to support 4 cpus (NT5 will support more). I'd say all but the fastest mainframes are becomming obsolete (esp. file servers and network hubs). Clusters of super minis (using intel cpus and fiber optic inter connect) should replace the majority of existing msinframes in the next five years. Granted the Sandi computer is specialised but it is relatively cheap. Intel can really grow its business but building several families of purpose built (dedicated function) super computers for far less than IBM. I think this concept is why intel teamed with HP - a wedge into the enterprise market. Doug

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