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Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: Ken Muller who wrote (5553)	7/25/1999 1:23:00 PM
From: AJ Berger	Read Replies (2) \| Respond to of 9582

There is an Industry "Survivors" Recovery Basically ever since the South East Asian Currency Crisis of 2 years ago, many Semi related companies have been forced to close their doors have not upgraded to new product offerrings, or consolidated into other companies. The remaining players are poised to 'recover' simply because their are fewer suppliers around for the continued demand for better components especially due to the dramatic PC/Internet/Networking Boom. I think you overestimate Rambus importance. Rambus based products are simply too expensive for the performance benefit they give, and you will see many memory hybrids come out of SEA like DRSRAM years before anyone bothers with Rambus on anything besides Graphic Cards. Even Intel won't populirize the standard till it becomes cheap, or Merc shows a benefit far better than Pentiums do. Given their slow commitment to the emergin PC133 standard that the SEA's are pushing, and AMD falling behind on it's PC200 standard on the K7, I'm sure it will be MANY years before Rambus shareholder cash in like they are dreaming now. Ask yourself a simple question. Would you rather have 32mb of RAM that's twice as fast (speed yield not rating) as the slower 128mb cost equivelent? ... I thought so.