Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave B who wrote (29012)	9/8/1999 2:17:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Buy an ATHLON????? Who will be the first on this thread to buy one? Many are sorry now that they already did. Many have orders in and can't get delivery... +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Posted 08/09/99 1:45pm by Mike Magee Athlon Powers hasn't got his mobo working Distributors have now confirmed the problems with the K7 MicroStar 6167 motherboard we reported last week. (Story: Athlon mobos recalled) Shipments of the 6167 were recalled last week, but supplies to make up the shortfall are not now expected until the end of September. According to further reports, the Asus motherboard has also been plagued by incompatibility problems, including VGA and overheating issues. Again, those problems are likely to be fixed at the end of September, with prices around $150. These reports were denied by Luke Ireland, operations director of Evesham Micro, a UK company. He said his company had all their mobos replaced two weeks ago. Further, he said, 25 per cent of worldwide Athlon mobo shipments go to the UK. Evesham has lots of motherboards, said Ireland. He also expected Chaintech to start shipping its AMD K7 Athlon mobos in volume in mid-October. Many American Web sites have complained they cannot get Athlons. Last week, a German distributor said that while he had many orders for the AMD Athlon since its launch date, mobo support was the problem. However, there may be better news on that front. According to Sharky Extreme, Via is close to completing its AMD Athlon chipset, which we exclusively reported when at Computex in June. That will likely make it easier for a number of other mobo makers to build K7 printed circuit boards. The same source reports confirmation that AMD is going to shift to socketed parts, as already reported here. © Complete Computex 99 coverage

To: Dave B who wrote (29012)	9/8/1999 2:50:00 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

Great post Dave....and let me add my two cents worth. Throughout the history of technological development there have been notable examples of companies which had the ability to see beyond the current needs of their industries. The examples are well known to everyone - Cisco saw the advantages of packet data networks, Microsoft (for good or for bad - but always for profit!) developed larger, more powerful and more integrated software. Intel, Sun, etc. Many times these companies have not produced the "best" technology as a solution to a future, or even existing, problem. Yet they survived and prospered. They all have massive corps of critics - "Cisco buys its innovation", "Windows is a cheap ripoff of Apple", etc. But despite the critics, these companies produce products which are widely accepted and which are hugely profitable. So, if these companies are not the best, why do they prosper? I believe, as you do, that there are companies which have "the vision thing" and are capable of explaining that vision to other, powerful, firms which can benefit from its implementation. I always want to know who a firm's largest and most influential patrons/partners are. Sure, IBM made Microsoft, but it was the Wintel duopoly which set the standards we live under. My one guiding light on Rambus has been Intel's "attitude" towards the company. If Intel stays the course, then Samsung, Micron, Dell and others will stay as well. They will be guaranteed a marketable product and Intel muscle to make the public believe the product is needed. I don't believe the public is stupid, as some have stated, but I do believe that IT managers and the general public believe in relationships which have proven successful in the past. Intel is the "safe" choice among microprocessor firms. Dell is a "safe" boxmaker. Cisco the same. My point is that Rambus is alligned with the right people. They will eventually be a made a member of the exclusive club just by association and acceptance by these big guys. It will not matter if they are not the best, the fastest, the most stable. If Intel, Dell and others incorporate their technology in their products, Rambus becomes the finest be definition. Maybe all this is another way to say that marketing and perception counts. Marketing isn't just the logo, it is getting your name and your product on the shelves. Rambus is on the verge of doing that. The millions and millions of dollars in infrastructure have been built, the problems are being addressed, the partners are rock solid. In my view the die is cast (no pun intended) and the road looks clearer than it has for some months.

To: Dave B who wrote (29012)	9/8/1999 2:57:00 PM
From: Investartist	Read Replies (2) \| Respond to of 93625

GLASS HALF FULL PEOPLE=visionary=leaders=doers=progress=longs=winner=POSITIVE THINKERS,etc. =Intel=Dell=Samsung=Rambus =Craig Barrett,Bill Gates,Michael Dell,Ted Turner,George Patton,Wright Brothers, Werner Von Braun, Thomas Goddard, and on and on and on, (I CHALLENGE OTHERS ON THE SI THREAD TO ADD TO THIS LIST OF PROGRESSIVE, POSITIVE PEOPLE WHO CONTRIBUTED TO ACHIEVEMENT. LETS GET SOME POSITIVE THINKING GOING INSTEAD OF THE NEGATIVE THINKING. LET ME HEAR MORE FROM THE POSITIVE PEOPLE...NOW!) GLASS HALF EMPTY PEOPLE=short sighted=follower=has inability to take action=lack of progress=can't see forest for the trees=shorts=loser=NEGATIVE PEOPLE =Fudsters =????Try naming some famous glass half empty, pessimistic folks who made great contributions to society. _______,___________,___________,_________,? Ask yourself which group you want to fall into! Which group has proven to be more successful? Thanks for your post Dave. I think you really started something. Sincerely, Investartist