Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: unclewest who wrote (13952)	1/21/1999 9:33:00 AM
From: DownSouth	Read Replies (1) of 93625

When the generally acknowledge thread guru (Paul Engel) on the INTC thread was asked: "The biggest change being considered for the 1999 roadmap is a proposal to shift completely to a two-year technology cycle for 70% generation shrinks instead of the historical three-year cycles, something that has been the basis of Moore's law since the 1970s."<< How do you think this impacts Direct Rambus? He responded: bp - Re: "How do you think this impacts Direct Rambus? " Computers will get FASTER at a "FASTER RATE". This essentially accelerates the speed game, bringing forward in time the need for higher performance support circuitry - Chip Sets, Main Memory (RAMBUS), graphics chips, I/O controllers, etc. Thus, RAMBUS should grow at a faster rate SOONER than they otherwise would have - assuming their technology remains dominant. Paul Message 7381748

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