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

To: TigerPaw who wrote (24472)7/9/1999 5:30:00 PM
From: kash johal  Respond to of 93625
 
Tigerpaw,

Re:" to ... FOR NO PERFORMANCE INCREASE.
That makes sense, but I disagree on the NO PERFORMANCE INCREASE. With the 400Mhz Rambus the increase may not be as large as everone hoped, but it is noticeably faster."

I am glad for my investment in Rambus's sake that this is so!!!

If the performance is there then I would be bullish on RMBS.

I would hope for a 5-10% increase in system performance benchmarks.

Or equivalent to 1 CPU speed grade.

The market has clearly shown that power consumers WILL pay a $200-300 delta for a 5-10% permance increase.

BTW, I understand initial systems will be 300Mhz Rambus memories - do these show a performance increase as well.... :--))

regards,

Kash



To: TigerPaw who wrote (24472)7/9/1999 5:59:00 PM
From: pompsander  Respond to of 93625
 
Tigerpaw, weren't you running some bench tests on a Camino system? or was that someone else....seemed the results were better, even though we know how rough a beta test can be.


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