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

To: John Stichnoth who wrote (31809)	10/8/1999 10:10:00 AM
From: grok	Read Replies (2) \| Respond to of 93625

RE: <All of these dates are in the future. They are projections.> Yes, that's the way things go with the evolutionary approach. The steps are small and they happen gradually. That's the way it's been for the last 30 years. RE: <It appears even from your rosy projections on DDR's mass introduction that if the 820 were in production today, then rdr would have a 6 month head start in penetrating the market over DDR.> That would be a significant advantage if Rambus were the superior technology. However as time goes by it will be exposed as inferior. An important factor in this is that almost all the big servers people are going Sdram/DDR. This ensures large enough volume that the evolution will continue. It would be a different story if Intel could control every dram controller in the industry and force 100% Rambus acceptance. But they can't! RE: <Do you read the mainstream press? The approach that PC Magazine took this month is what we'll be seeing on rollout. The first generation of rdr will be compared to prior technologies. That is the way they do it.> Sure, and you can bet that Intel will fill the press with even more bogus benchmarks, etc. That eventually the truth will out. RE: <KZ, I seem to recall that you called unclewest to task some time ago for viewing rambus through rose-colored glasses. We should be applying the same critical view of each of the competitors, rdr and ddr.> Unclewest with rose-colored glasses? Seriously I know that the dram industry will make some mistakes and have some set backs. That's happened for 30 years too. But there are a lot of companies and they have a lot of motivation. You know one of the powerful forces that made the PC industry what it is today is that it never sleeps. Hundreds or thousands of companies are competing to gain a small advantage by improving some relatively small aspect and when you add it all together it is an irresistable force. The dram industry is part of that process. Some companies will try something and fail but learn and some back stronger. It will happen.