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

To: kash johal who wrote (28755)	9/6/1999 5:31:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

Unclewest thinks that, with Intel's backing, the performance will be good enough. I think that due to the unexpected performance of Athlon and the competitive vigor of VIA, Intel is going to have no choice but to reduce its support for Rambus and instead move to PCXXX and DDR." dan what i know about the performance is this... intel says rambus improves bandwidth 300%. dell says they saw app improvements up to 50%. dell went on to say that they expect their customers using w2000 "to demand rambus." the consortium or infrastructure moving to rambus includes not just intel, but over 100 other companies as well. i would like to hear your complete views on my previous ? to tony. you have explained intel. now tell us what mistakes ibm, dell, sony and toshiba made with rambus. what did their labs miss? unclewest

To: kash johal who wrote (28755)	9/6/1999 9:49:00 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re:I tend to agree with your analysis but reach a 180 degree different conclusion... Exchanging conclusions is the how we equip ourselves to make the best possible investment decisions. I continue to expect that once Coppermine / Rambus PCs are actually out there to be tested on real world applications, rambus will be shown to be of little or no benefit, only additional cost. If there were benefits to rambus that justified its costs, they should be particularly evident in multiprocessor servers, which even now continue to interleave SDRAM to improve streaming of data. And multiprocessor servers have been the first to drop rambus. Just another point of view, Dan