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

To: Don Green who wrote (22487)	6/14/1999 1:21:00 AM
From: maroon	Read Replies (1) \| Respond to of 93625

as would any other company! your scenario could apply to ANY company. here is the jist of it all. RAMBUS becomes the next memory standard ... OR it doesn't. if you think it will you are in LONG term. If not you play the volitilaty.

To: Don Green who wrote (22487)	6/14/1999 7:15:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

>>having vision, daring to peer into the future, using imagination,<< don, please allow me to attempt that just for a moment. i have always predicted that rambus would start in high-end pc's. haven't we all? i certainly have. we then have made various predictions about when rmbs gets down to the low-end. here on a bright monday morning, i think i have been wrong about that. the pc market is actually segmented into 3 parts... high, mid and low. i have no idea how it is defined in terms of units sold, but there is a very broad range of pc's sold including my own that are too fancy to be low-end but not jazzy enough to be considered high end. i think rambus is going to start here in this mid range and that is terrific imo because i think this is the bigger market. these are my reasons... we have established from several sources that rambus 600 will ship first. dell is taking 2/3 of the initial rambus production. that is over 3 million units per month. the faster 700 and 800 drdrams are going to ship close behind the 600. i see dell and the others shipping boxes with 600 in the mid-price range initially. get them out there for christmas. followed closely by high end pc's and workstations using premium grade rambus also before christmas. delaying the premium grade rambus for a bit is great for all the reasons previously stated on the thread plus a few more. it allows micron, ibm and hyundai to participate in the production game. this in turn will provide all of the boxmakers with a decent supply of drdrams. that in turn will allow them to roll-out together en masse. remember the maximum force strategy? then by christmas 2000, intel has the timna chipset ready and rambus moves into the low end market as well. probably see rambus 600 low end, 700 mid and 800 high end and workstations. sdram 133 has never been a replacement for rambus. sdram 133(if it works) is a replacement for sdram 100 in the low-end. you know the $299 pc's and the free pc's that dave is getting in palo alto. or was that free dvd? just until two things happen...all of the dram mfrs that survive are in drdram production insuring a sufficient worldwide supply and timna is released. then, sdram 100 and 133 follow sldram into oblivion. 266 never happens. unclewest