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

To: Apollo who wrote (2943)	6/22/1999 2:37:00 PM
From: Apollo	Respond to of 54805

Thread, more Rambus, thought I would re-post the remarks below related to Tony's comments on Rambus, from Rambus thread. As I understand it, the poster, Tom Warren, and his partner, own approx. 5% of the 23 or so million Rambus shares outstanding. Stan ___________________________________________________ To: Snasraway (23315 ) From: Tom Warren Tuesday, Jun 22 1999 2:27PM ET Reply # of 23323 I would like a shot at this one. I think Rambus is early but not too early. Tony's arguments fall in two broad categories; cost and the need for performance. First the cost issues. The rambus design has two clear advantages that will become more compelling as chip density increases. First the narrow bus which permits the ram controller becoming integrated with the processor (and eliminates FSB bottleneck) and all other thing being equal fewer pins reduces cost. Second sdram gets its existing performance by implementation in gangs of 8 chips. Rambus gives full performance from a single chip. When a single chip holds 64 or 128 megabytes (not too far in the future) a cpu with integrated RAC and one chip of memory directly on the motherboard will be the lowest cost design. This is the model game manufacturers are using. Finally the costs of production equipment for testing and packaging are high but they represent the state of the art and will be required be these manufacturers for any next generation chips. They aren't unique to Rambus. In fact Chip Scale Packaging will become cheaper than TSOP before the end of this year according to EBN, and has the potential to become much less expensive if efforts to package an entire wafer pan out. Every time I see a marginal producer of dram bail out of the business I feel this is good for Rambus. Consolidation funnels dram profits to the top three or four who will lead to new manufacturing technology and I believe also to Rambus. There have been several such announcements in the past two weeks. Regarding the need for performance please see my earlier post: Message 10143850 I would love to hear anyones reaction to either of these.