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

To: Dan3 who wrote (27110)	8/15/1999 11:12:00 AM
From: Orion	Read Replies (1) \| Respond to of 93625

Dan Seriously, I doubt that a company like Intel, which has been already pretty successful in its market and known to have paranoid attitude, decides suddenly to finance infrastructures for an amount between 0.6 and 1 billion dollars to promote mass production of RDRAM 800MHz if this doesn't bring any significant improvements in performance... Did you notice that the option of 1 million shares gave by Rambus to Intel is a bright way to get from Intel the "cash advance" necessary to finance the infrastructure. Rambus will finally pay for the infrastructure needed to widely develop its technology...with its stock valuation in (let's say) 4-5 years. Then Intel will have implemented a new technology able to support the ever increasing speed of its CPU almost at no costs (due to the stock option)

To: Dan3 who wrote (27110)	8/15/1999 1:55:00 PM
From: grok	Read Replies (2) \| Respond to of 93625

Re: Pixelfusion Dan, I think that PixelFusion is about as perfect an application for Rambus as you'll find. In general graphics chips are a good match for Rambus because they have much predictability so designers can get the full potential out of rambus by filling up the channel with transactions and sustaining a very high data rate. This is different from the peak rates usually quoted and rambus comes out better on sustained bandwidth and can almost match the peak bandwidth while its competitors all have a big fall off from peak to sustained. Also, the low pin count allows several rambus channels and graphics designers can make good use of the different channels. However, Pixelfusion is one of many new graphics companies over the last five years which has busrt onto the scene and expected to take over the world. Most of them are history now and Pixelfusion will be very lucky if they aren't out of business in five years. The problem is that there are more graphics startups than there is market. There have been something like 40 companies going after the graphics business and realistically only about 5 can be successfull. Pixelfusion is coming late into a market that has already been a blood bath. Is there technology good enough to overcome the momentum that the current leaders have? One problem is that their massively parallel technology results in very large chip sizes. Can they hang on long enough for cmos technology to scale enough for their chips to become economical? Overall, I'd give Pixelfusion a low probability of success.