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

To: grok who wrote (31209)	9/30/1999 12:32:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi KZNerd; Something like MCM. There are just a little too many product announcements, right now, to ignore it. The thing that is really significant is bump chip I/O technology. Whereas wire bonding requires a certain cost per wire, bump chip I/Os only cost a certain amount per wafer. The technology allows unprecedented numbers of cheap I/O, and a whole bunch of engineers are going to be sitting around trying to figure out what to do with it... They certainly don't want to route it around on a PCB. I've been saying for years that the evolution of the PC is inevitably to a single chip device, and that this would happen by 2004 or so. But MCM could bring it here somewhat earlier. Samples of some pretty interesting stuff is already available. I think that the big guys are preparing to push this technology big time. System on Chip... The drive is cost, weight, performance, power consumption. The target is the $100 PC with much higher performance than anything currently available. A lot of technology is going to become obsolete along the way. -- Carl