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


To: Mike Buckley who wrote (5644)8/31/1999 7:31:00 AM
From: Apollo  Read Replies (2) | Respond to of 54805
 
Mike:

Appreciate your comments re: Rambus, & chasm crossed.

The expression "widespread adoption" is what Moore used to define chasm crossed in a San Jose Mercury interview earlier this summer. If by your view, the chasm is crossed with Rambus memory in niche markets, then the chasm will be crossed by the end of this year, with DRDRAM in Sony Playstation IIs and in Dell workstations, high-end PCs.

I am not a techie, but DRDRAM would seem to be discontinuous in that it scales way up, as compared to SDRAM, which is thought to be at the end of its technical abilities.

Stan

PS: am trying hard to stay up with discussion of Leaps, etc; thanx to Greg Moore and the others for spending time on this to educate the thread



To: Mike Buckley who wrote (5644)8/31/1999 9:05:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Mike, Rambus is discontinous in that it (potentially) makes current RAM technologies obsolete. It offers more speed/$. It makes more CPU, high memory apps (voice, video, etc) more viable. It requires a different motherboard design (Camino chipset).



To: Mike Buckley who wrote (5644)8/31/1999 12:44:00 PM
From: Apollo  Read Replies (1) | Respond to of 54805
 
Mike:

my superficial impression is that Rambus's product is not particularly discontinuous. It strikes me more as a continuous innovation that happens to be by far the better mouse trap. Does anyone have thoughts about that?

Comments from Unclewest on whether Rambus is continuous or discontinuous.....

"rmbs is definitely revolutionary not evolutionary.
quite different from current memory types and very well protected by patents."

Stan



To: Mike Buckley who wrote (5644)8/31/1999 6:48:00 PM
From: Jean M. Gauthier  Read Replies (2) | Respond to of 54805
 
Very Good Mike......

I think you understand RamBus perfectly....

It is vulnerable IF Intel uses them for the next generation of Ram but drops them for another better mousetrap later...

Citrix is not the same, as they are a OS lock-in type software, that will be continually updated but will keep it's clients, unless something really bad happens to Cotrix MetaFRame/Winframe..

Both Citrix and Rambus are NOT gorillas, they are KIngs for a time, with Citrix the much more powerful one....

Clients with Citrix deployed will think twice before replacing with a better mousetrap... Citrix is just in danger is MSFT turns on them, and leapfrogs them technologically..

Rambus ? ..

They die the minute Intel finds another RAM technology lab/standard...

JMHO as always...

Take care
Jean



To: Mike Buckley who wrote (5644)8/31/1999 10:29:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
Joel,

I think the post you asked about is at www3.techstocks.com

--Mike Buckley