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


To: John F Beule who wrote (3727)7/13/1999 2:17:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Although I am interested in discussing RNWK as an 800# gorilla for your thread, the current issue of 'Wired' magazine aptly describes what is going on in this media space.

Aww, com'on John, present rnwk (I own a little <g>). At least give us a link to the article or post a few clippings.

Frank



To: John F Beule who wrote (3727)7/13/1999 2:30:00 PM
From: Apollo  Read Replies (1) | Respond to of 54805
 
Rambus news for the thread......

biz.yahoo.com

CLIP:
New for SEMICON, TI is showcasing its newly expanded line of burn-in test sockets for the Rambus(r) DRAM market. Currently, eight of the world's top-10 semiconductor companies license Rambus technology and seven of the world's top PC makers have shipped systems using the technology. TI leads the market with sockets that accommodate smaller RDRAM devices - down to 0.75mm - a greater range of input/output pins - 54, 62, 74 I/O - and a wider variety of high volume RDRAM devices, including 64-, 72-, 128-, 144-, 256-, and 288-megabit devices.

..........................

Rambus continues its progress onto the DRAM scene. It would seem to be unstoppable, with Intel's unwavering support.

This week's Intel earnings disclosure and future guidance on Carmel and Camino chipsets will hopefully include Rambus affirmation as the memory standard.

As bp has pointed out, and others on the Rambus thread, once most or all memory manufacturers are committed to Rambus memory, switching costs will be high. Plus there are no other known or proven alternatives to which a switch can take place; none with upward scalability. Based on this vision, and Intel's support, Rambus will be the dominant memory standard, an enabling technology with Intel chipsets/processor determinants as a "barrier to entry" and with semiconductor equipment retooling representing "high switching costs". The Rambus business model is similar to Q, MSFT, Gemstar....ie, IPR and royalties per unit sold, with higher margins and lower overhead.

Rambus has Simian genes.

Stan