Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kash johal who wrote (24231)	7/7/1999 8:04:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Kash: Many excellent posts have been made on this thread covering your arguments.. I can not begin to state them as well as others can, but... 1. As more RDRAM are produced, costs come down. Heat, latency and other issues are being solved almost daily. 2. Intel says "rambus". As my old grandpa used to say: "what part of Rambus don't you understand". Intel wants Rambus to succeed for a variety of selfish reasons. They have invested many hundreds of millions in that venture. They have hundreds of millions more to spend if need be....if they believe in Rambus. It appears they do. 3. There are no real long term alternatives. PC 133 SDRAM is a limited technology almost at its limits. DDRDRAM is still only a concept, not a product. Rambus has the ability to scale and is already being designed to do so for the next and the next generation of Intel processors. 4. Remember Betamax? Great idea. Great product. Best Picture. But it did not have the wide broadbased support needed to become the industry standard. Rambus does. Regards, Pomp

To: kash johal who wrote (24231)	7/7/1999 8:06:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Kash, Speaking of truly amazing statements: If RDRAM offers no end-user performance improvement over PC 133 it is as dead as the DODO bird. Realistically it needs to offer a 10% improvement to justify the price's being proposed. Otherwise consumers will simply buy the next faster CPU grade. You must work on the technical side of the business -- anyone who looks at the business side knows that technical specs do not dictate product success. Do you own a Beta VCR? It's technically a much better product than VHS, but it lost for business reasons (alternatively, VHS won for business reasons in spite of the fact that it was not the techically superior product). Intel's strong support of RDRAM will overcome many, if not all, of the objections. They're moving to RDRAM to gain the benefits that it will deliver now and in the future. RDRAM is an expandable technology (more channels, faster core memory, etc.) whereas it's actually SDRAM that is dead as a DODO bird. SDRAM can't go anywhere from here. Intel needs a memory architecture that can grow. Again, do you think you know more than the engineers at Intel, Sony, Compaq, Dell, Panasonic, etc.? Dave