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

To: Tenchusatsu who wrote (30717)	9/26/1999 8:05:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Tenchusatsu; Re margin for error. The art of electronic design for high volume, low cost manufacturing is in knowing how much margin to put into things. As you say, too much, and you end up losing. As I have noted, too little, and you end up losing. This is one of those discussions that cannot get anywhere because both sides are correct. But engineering is an art, it is the art of balancing trade offs. I do have quite a lot of deep experience in it, and it is my opinion that Rambus has a little too little margin. If you have any doubts about it, take a look at the stock price, it will be in a technology that you will understand. Anytime a company promises a huge advance on current technology you should wonder about what is going on. Rambus is obviously quite an improvement on prior practice, given that bit rates were supposed to be up by a factor of eight on the (at the time) current technology. At some point in the future, this shouldn't be a big problem. But that also gives a lot of time for the various parties involved to find other ways to solve the problem. -- Carl