To: RetiredNow who wrote (27357 ) 8/23/1999 7:42:00 AM From: Bruce Brown Respond to of 93625
Not only does everyone want the next best thing - they want two or three of them. One could call it American excess or one could call it simply 'glut'. Using your horse to automobile theme - who really, really, really needs a Suburban? What about a 3/4 ton pick-up to haul around a fishing pole and set of golf clubs with the occasional once or twice a year filling of maybe half the box space to haul something somewhere? Oh, that makes the price tag all worth it - does it? How about a "Monumental Scoop" of ice cream at Mt. Rushmore? For $1.99, they give you enough scoops of Land of Lakes ice cream to feed a healthy family of 4 with some bites to spare. Yet, on any given day, the casual (or not so casual) observer can see a startling thing - over 50 percent of those standing in line for one of those personal 9 inch high scoops of ice cream to be in the excess category of 'obese or at least grossly overweight'. Do they need that much ice cream? What about the excess glut at the grocery stores? Stacked to the ceiling with processed food and things that no human put on earth needs to eat in order to survive - let alone live long and healthy lives. What about those huge drinks one gets at the fast food chains. Is anyone's stomach really in need of a keg of soda to wash down the fries and sandwich? My wife and I laughed ourselves silly a few weeks ago when I asked for one of those big drinks at a chain fast food drive-thru. It took me about a week to drink it all. Yet, the average American buys, eats and wants it all. Not just one item, but two or three or more of everything. I'm guilty myself when it comes to golf clubs. Do I really need two sets of irons and three drivers that all cost me around $400 each? At least I take the lessons to be able to use my equipment properly. How many telephones does one really, really need in their house? Suffice it say - one gets the job done quite well. How about televisions? One will do it. How about computers? I think one would serve most household's needs. I haven't even mentioned size, features, bells and whistles yet. The country is filled with quite a few 13 year olds who have new Dell 500+ Pentium III computers sporting 21" monitors. Is that excess? It is pure want - or at least a present from Grandma and Grandpas throughout the country. In that context, Rambus helping to provide the computer world and American appetite for the 'next best thing' makes obvious sense to me. I have no doubt that whether households buy one, two or three computers outfitted with the 'next best thing' that consumers will snatch it up. They'll want it - not need it, but want it. Just as millions who own those pick-up trucks they don't really need and only haul a load or two a year around, millions will own the next best thing in computers which they don't really need and maybe only once or twice a year utilize the full power/features therein. I would say that the combination of Intel/Microsoft/Rambus creating a new 'next best thing' that is marketed as a must have is such a given that the people in line for the ice cream will be there in a New York minute. I'm not too proud of that 'cycle', but I am proud to own stock in all of them. The value chain connected looks healthy as well. Certainly not too technical, but I wouldn't dare confuse my view as having anything to do with being technical. BB