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

To: Apollo who wrote (5604)	8/30/1999 8:28:00 AM
From: Apollo	Respond to of 54805

Snippets from the Rambus thread: To: Jdaasoc who wrote (28070) From: Dave B Monday, Aug 30 1999 3:17AM ET Respond to Post # 28071 of 28075 Jd, Awesome find!!!! Kudos to you and OldTimerInvestor. I downloaded the pages because someone has screwed up royally. My guess is that those pages are going to disappear very quickly from the Dell web site, since Intel embargoes the information about new products until the day of the launch (yep, 9/27 it is!). This information should not be on-line yet! To summarize for all (in case they're gone by tomorrow morning), Dell will have Optiplex GX200 (probably replacing the GX1 Mainstream family) and GX300 (probably replacing the GX1p Performance family) products that support 64M to 1G of 700 Mhz DRDRAM !? They will also have GX100 (already available) and GX110 families that support PC-100 SDRAM. The Optiplex line is defined as: "OPTIPLEX© Industry-standard, dependable managed PCs designed for reliability and compatibility in networked environments". Their other desktop lines are the: DIMENSION© ("Performance and value come standard with these versatile desktops for the home and the office") and DELL PRECISION? WORKSTATIONS ("A perfect partner for the professional who needs high-end video and amazing 2D and 3D graphics"). So the enterprise-targeted systems ("Managed Systems") will get DRDRAM first. No surprise. I also wouldn't be surprised to see the Precision line support DRDRAM as well, but I doubt we'll get an early web page to look once they figure this out. <g> ___________ To: Dan3 who wrote (28060) From: unclewest Monday, Aug 30 1999 6:02AM ET Respond to Post # 28074 of 28075 Upgrading SDRAM systems is a proven process - upgrading rambus systems is an unknown dan, i have enjoyed the debate...with the dell find last night, i see no reason to continue to argue the relative merits of rambus with you. i think dell and intel are prepared to take both of us to school this week. imo there is still time to do very well with rambus, but you will need to act soon and don't play hookey from class. i am willing to join with dell and let the market decide. intel's timetable calls for rambus rdram to completely dominate in 2001. gorilla's get their way. and 2001 fits my timetable nicely. it is clear that dell is switching to rambus. dell mentions no options for sdram. it is sdram 100 or rambus. unclewest i am very excited about the new telecom business prospects for rambus. waiting impatiently for more info on that. Unclewest