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

To: Tony Viola who wrote (2554)	6/9/1999 8:13:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Tony, the specs on the Sony Play Station 2 are so outrageously good that they seem unlikely to me. Sony's announcement may have been intended to act as as a pre-emptive carpet bombing of Sega. If they can come close to these specs it will pretty much wipe out one big reason to own a top end PC. Why bother if a Play Station can do it all? I suspect that single purpose devices will be the eventual victor in game playing but maybe not anytime real soon. Has Sony announced that they will use RDRAM in Play Station 2? It would seem likely. To me the real question with Rambus is not the technology, but rather how much the present stock price anticipates future developments. I'm unable to come to any rational conclusion on this issue. RMBS stock price is very news sensitive, so you should have a good entry point next time one of the old line DRAM makers makes a FUD announcement.