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

To: Barry Grossman who wrote (32527)	10/21/1999 9:51:00 PM
From: Jdaasoc	Respond to of 93625

Barry: <<the introduction of Direct Rambus DRAM chips will substantially increase the supply of memory chips and drive prices down>> I was doing a little thinking recently after a conservation with Kingston employee. If we believe Intel story that RDRAM is standard for next 4-5 yrs and microprocessor, AGP bus, I/O bus will double speed every 18-24 months, an individual PC owner may have 2-3 mobo/microprocessors iterations while RDRAM design could conceivably stay the same. What I am getting at if it is not obvious is that RDRAM will become a stable low margin commodity like floppy disk drive or ATX power supply while Intel gets sell high margin, quickly obsolete chipset and microprocessor 2-3 times over next 5 years utilizing the same type RDRAM. All one would need to do to system upgrade is to buy new mobo (using VC820 as 4Q99 example $150) and microprocessor (typically $250 to $300 for Intels most popular business PC microprocessor at any period of time over last 5 years) and upgrade only the additional RAM that is required (assume presently one would add an additional 64 MB memory from 64 MB amount currently installed -- RDRAM cost estimate $275 to $325). Everything is now coming on the mobo so there is very little need to change anything else. Sounds far fetched but it ringing a little truer every day it looks like RDRAM is becoming the standard in desktop DRAM. john