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

To: pompsander who wrote (26634)	8/8/1999 2:23:00 PM
From: MulhollandDrive	Respond to of 93625

Pomp & Zeev, >>I am puzzled by some on the thread who state that because the dominance of Rambus technology is not clearly evident on today's systems with today's application software, that there is no need to "create" Rambus; its technology is not needed. PC 100, PC 133, DDRDRAM are all sufficient.<< My biggest concern is that INTC felt the need to "evaluate" pc133 on the basis of boxmakers' insistence. My belief is that it has more to do with "availabilty" issues than price issues. So if INTC decides it has to support an interim pc133 until there can be sufficient quantities of Rambus, things will look very rocky for RMBS near term, even though RDRAM will be the ultimate "winner". I hope that INTC announces that they will not support pc133 even on an interim basis, but I have a gut feeling that may not be the case. bp

To: pompsander who wrote (26634)	8/12/1999 1:06:00 AM
From: Dave B	Respond to of 93625

Pomp, But that kind of thinking would keep us in the stone age. I would bet my house that in three years time we will all be taking streaming video for granted, and 3-d imaging and voice recognition have numerous business applications. The systems to create and support these multi-billion dollar concepts will be built when the processors, memory interface and application challenges are overcome. If Intel sees these apps in its crystal ball, it will build the processors and chipsets to drive them. That is how Intel will make its money. Rambus, from virtually everything I have read or heard, is the only meaningful solution to what Intel needs in three years to keep its traditional earnings stream rolling. You've hit it on the head. Sometimes building a better hardware technology allows better software technologies to be created. Don is correct when he says that we need a killer app. That killer app is all the things you mention above, plus more, delivered as a result of faster processors, faster memories, faster storage solutions, etc (all of these technologies together, not individually). I know it's broken record time, but this is one of those topics that I feel if we don't keep harping on, we forget it. The "state-of-the-art" will continue to progress. Dave