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Technology Stocks : DELL Bear Thread
DELL 152.52-1.4%3:58 PM EST
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To: Bilow who wrote (2503)6/2/1999 1:49:00 AM
From: Bilow  Read Replies (1) of 2578
 
Hi all; An important EE-Times article from the point of view of both RDRAM (which I know to be more suited for the low end systems than the high end, as indicated in this article) and system on a chip. Some reading between the lines regarding the comments of the board makers on the success of Intel's new attempt at PC on a chip is required. Think sour grapes, and whistling in the dark. Low cost PCs will undoubtedly be of the form "PC on a chip" eventually, and this eventuality will go a long way towards destroying the box making business:

System makers wary of integrated CPU tied to Direct Rambus -- Intel plots PC-on-chip gambit
The Taiwanese motherboard makers are having somewhat mixed results with the development of RDRAM boards. The currently high price of RDRAM is a main stumbling block, but some motherboard makers are also having problems getting their RDRAM boards to run.
...
Another problem with the Rambus transition is the high cost of logic-analyzer equipment Rambus requires. In late April, Hewlett-Packard Co. staged demos here of its HP16700A and HP16702A logic analyzers geared to address testing issues with Rambus. The systems cost about $230,000.

"The cost is just too high for our company," said one R&D engineer. "We currently aren't using a logic analyzer for our RDRAM boards."
techweb.com

By the way, DELL's stock chart is about as dead as I've seen. I would expect it to drop hard below 33 tomorrow, given any sort of market downturn.

-- Carl
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