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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (2553)	6/9/1999 7:26:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 54805

Lucius, Tony,I remember bringing up the issue of latency several months ago on the Rambus thread, but was met with total lack of interest. About Rambus and the SI thread on same, the hard core posters there are mostly investors and not up to being able to discuss the issue of latency. Nothing wrong with that, of course, can't all be techies, and they just don't happen to have gurus like Paul Engel and others of the Intel thread over there. There are some drop-ins over there that could discuss importance of latency very well, but maybe they did that, dropped in, after you brought up latency. I think RDRAM will be successful, but the main target market(expensive high powered PC) isn't growing as fast as it was,and likely isn't the wave of the future. I have a small holding, but I agree that gorilla status remains to be seen. I guess the feeling is that if RDRAM really catches on and becomes the standard for performance PCs (and this week Intel announced support for Rambus on a PCOAC, PC on a chip, type chip to be out next year..cheap) Rambus still gets a lot of megabucks from royalties they are entitled to for every RDRAM sold. In other words, even if the performance PCs become a slower mover, but Rambus gets $$ on DRAM in half of them, it's still a big deal. The PCOAC is added gravy. I'm talking myself into Rambus myself now...Performance + value PCs, maybe servers later, Sony Playstation IIs (I think), this could be a hairy baby about to pull the crib bars apart. Coulda had it in the low fifties in April. Watching it. Tony