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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.90+1.9%2:34 PM EST
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To: MileHigh who wrote (19415)4/27/1999 3:10:00 PM
From: Mark Rosneck  Read Replies (1) of 93625
 
MileHigh,

I see a couple things going on from my perspective:
1) The infrastructure build out continues pretty much unabated.
2) The slow recovery of the semiconductor industry coupled with the
delay of Camino is giving everyone a bit more time to get ready
for Rambus. A bit of good news/bad news.
3) The hot box these days is the under $500 PC. These are not the
technology leaders. This market is more of a fast follower so
Rambus really isn't where you'd expect these guys to go right away.
I think this is where a lot of the noise from the marketplace is
coming from which won't go away until there's the next push for
high performance.

On a related topic, the chipset business is really changing with
the merging of graphics and audio capabilities. Companies like
VIA are now threatened not only by Intel but by the likes of ATI.
Message 9159957

Bottom line is that there isn't an overwhelming, compelling need for
Rambus memories TODAY and I think the players in the PC market are
saying "if we survive this latest consolidation and shakeout, Rambus
is great BUT we've got battles to fight today to even stay alive!"

So . . . the Rambus story hasn't changed and I think a lot of
this "passive - aggressive" behavioral will change once the
battlefield changes back to performance from price.

FWIW,

Mark
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