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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: unclewest who wrote (15612)2/16/1999 5:52:00 AM
From: Bernard Super  Read Replies (1) of 93625
 
Re: the eetimes story:

In my report, Part II, on the Rambus Annual Meeting, Post #14805, Point #11 - I mentioned Tate's citing embedded DRAM as a potential competitive threat. You might therefore say 'bad', but see the comment below.

Apart from the obvious fact that every technology we know of today will eventually be either obsolete, or relegated to some large or small niche - my opinion is that it will be at least five years before embedded DRAM significantly impacts the need for Rambus' chip-to-chip interface technology.

By analogy - increased speed, density and size of RAM has not obsoleted hard disk drives (yet!).My current desktop RAM is 128 Mbyte, and hard drive 6.4 Gbyte. Just a few years ago I had a snazzy new computer that had 2 Mbyte of RAM and a 20 Mbyte disk drive.

With regard to ARMHY - it's products are usually used as the core microprocessor along with memory and sometimes other components in ASICs (Application Specific Integrated Circuits). ARMHY's basic business challenge, IMO, is to evolve rapidly both technologically and business-wise, so as to improve its competitive position.

So with regard to ARMHY, I'd say 'neutral'.

Regards - Bernard
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