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

To: Skeeter Bug who wrote (29119)	9/10/1999 1:46:00 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

I am quite bearish on rambus (some of you have picked up on that :-), but I'm also confident that once the 820/840 chipsets are out in production versions, there will be a modest performance benefit for rambus over PC100. The Dell presentation was of early pre-production parts. I still think better price performance memory alternatives are available, but the Dell presentation was a proof of concept, not a preview. Rambus performance will be better than what was shown. The question is, will it be good enough to out perform the cheaper and easier to produce VC and DDR variations. I'm sure rambus 800 will be better than PC100 in the production products. Dan

To: Skeeter Bug who wrote (29119)	9/10/1999 1:49:00 AM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Skeeter, the point is that no one really knows right now how this thing will be spun. Obviously, Intel, Dell and Rambus among others are going to spin RDRAM as positive as possible. Likewise Via and the anti-Rambus gang will show plenty of negative specs. The PC pundits and mags will take a stand and I would guess be luke warm but very possibly recommend Rambus to conserve a future upgrade path. Many of the non-technical people on this thread believe marketing will win out and the pro-Rambus camp has the superior marketing throw weight. They may not be that far off base. Win 98 was a pretty useless technology, especially since IE 4.0 could be integrated on its own. Yet MSFT sold alot of Win 98. Do you believe the Apple G4 is 3X faster than the fastest PIII. Technical anlaysis indicate its somewhat faster. I bet Apple meets its target for G4 sales. Lastly looking to the future you can find a fair number of technical savvy people that see future benefit to RDRAM. For the short to mid term, marketing will need to take up the slack. Rich