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.

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

To: Mike Buckley who wrote (7020)	9/25/1999 10:41:00 AM
From: Sunny	Read Replies (2) \| Respond to of 54805

Mike, I agree. At this point in time most people are focusing on the intel mobo problem. ultimately it may be the largest market for the RMBS technology but there are still alot of other apps that will go on. In terms of the value chain there have been mucho dineros invested by memory makers and OEMs in making this product happen. This now has so much inertia that reversing course does not seem likely. Now my question, since I did not bail yesterday is, "should a believer wait for additional confirmation that all of the bad news is out and that some of the problems causing the delays have been sorted out before buying more?" Sunny

To: Mike Buckley who wrote (7020)	9/25/1999 11:35:00 AM
From: chaz	Read Replies (4) \| Respond to of 54805

Mike, that's exactly the point I was hoping to make with less eloquence. Fundamentally, at RMBS, absolutely nothing has been changed by this Intel snafu. The game applications will go forward, RMBS will pursue additional applications as they have been doing, and in due course, Intel will get this problem licked, and RMBS will appear in the high-end systems, while PC133 will take up the mid-range systems until price points on RDRAM meet mid-range targets. I'm not wavering....RMBS will attain gorilla status. It's not an "if" question in my mind, but it is a "when". That much I'll concede. BTW, I truly do appreciate the stunning work you and Stew are doing in sorting out GMST for the rest of us. For my part, considering the most productive use of always limited funds, (I'm thinking of one of my sons), do MSFT and CSCO still represent the most effective use of time. Are not Q, GMST, RMBS better shots for the next 3 to 5? I'd be interested in the opinion of others. (He's the Marine guy, and they're working him to near exhaustion on F-18's...he's a division chief, responsible for powerplant, airframe and electronics maintenance in an NAS Beaufort squadron. Incredible civilian job, but a real bear for a military guy. Seven years to go for him. He's working with an IRA account that he wants to grow.) Also: I don't pay much attention to MF anymore. How much value....credence, confidence, call it what you will...do you place in their screens. With AOL and INTC showing well a year ago, I wonder about their timeliness. The whole procedure just seems to simple, too mechanical, to be fully reliable. Care to share an opinion?

To: Mike Buckley who wrote (7020)	9/25/1999 2:26:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

The one issue that might result in slower adoption at the outset is timing relative to the holiday season. If the PCs with Rambus's product aren't available in time for that huge buying season there will be some product adoption delayed for a year mike, i agree with every well stated point you made with one small exception. rambus is planned for only very high end pc's and workstations for this year. i am not certain those sales are holiday related. unclewest