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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: woodside who wrote (22431)	6/12/1999 10:45:00 PM
From: Apollo	Read Replies (2) \| Respond to of 93625

To All: Have been lurking since January, and have understood the potential for new memory standard like Rambus in PCs, workstations, and games. But reading the link from Woodside from last July was helpful, as it talks about ATMs, fibre channels, and high speed communications, ie networking. Seems like networking is only going to continue to explode, and a Rambus future there could be spectacular, if I understand the references in that link. Not much has been mentioned on this thread in the past about networking, and I wonder why that is...is Rambus not required in high speed communications? Also, Intel's recent reference to server farms, speaks again to a potentially explosive use for Rambus. Finally, Rambus may not soon make it into the large number of PCs that comprise the "low end" of the PC market. But I can tell you as a professional, but only a computer layman, that even I "feel the need for speed" to always increase my productivity. There must be millions out there like myself who own 3 computers, have never played a game (I know, it's sick), and use their computers for 24 hr/day efficiencies and productivity. I don't intend to replace them until Rambus is available. Us laymen will demand speed, apart from the computer mavens and real pros, and it looks like Dell will give it to us. From there, it's probably one big snowball. Isn't it Mindmeld who keeps saying in the past that this is a "no brainer"? stan

To: woodside who wrote (22431)	6/12/1999 11:17:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Woodside, I do not like it when the top guy of a company "hype" the stock. I doubt that there ever was a year in which 50 MM TV were shipped in a given year. Typically in the US one can expect shipments of about 8 to 10 MM TV per year (numbers about two years old unfortunately, but TV is not a "growth industry"). Worldwide, you would be lucky to have 2.5 times that number. Considering that for the first few years (until 2005 or so) HDTV will be a luxury item, I doubt that number will be reached, anytime in the next five years. Zeev