Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: mauser96 who wrote (16317)	2/22/1999 11:59:00 AM
From: RetiredNow	Read Replies (1) of 93625

Lucius, you sound more hopelessly old fashioned and conservative than I do sometimes. Although, I always like to see notes of caution in the face of rapidly rising stocks, I think you may be off base with your last sentence: "but a threat to both is if customers decide they don't really need faster computers with RDRAM" People will always want and need faster computers. No discussion or debate is necessary on this point. Accept it as fact. One thing to do is to always keep tabs on the PC gaming community. Gamers always see what's being done on the cutting edge of computing. For instance, you now have massive multiplayer (literally thousands of people per server) games that sport full 3-D, Quake-type perspectives. In addition, you have software that supports full-duplex live communication with anyone on the server, while playing these games. Then you have speech recognition and live-video. These types of things demand lots of bandwidth and processor speeds. Technologies like RDRAM are the future, plain and simple.

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