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

To: Jdaasoc who wrote (33893)	11/4/1999 2:42:00 PM
From: John Walliker	Read Replies (1) \| Respond to of 93625

John, Number of RDRAM needed for most computing devices will decrease to the point where most applications will be soldered on mobo... When this happens the characteristic impedance can be doubled, reducing the power consumption. John

To: Jdaasoc who wrote (33893)	11/4/1999 2:44:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Jdassoc; I agree that eventually memory gets soldered to the motherboard, and have posted to that effect many times. Actually, I think that DRAM gets put on an MCM with the CPU, at least for consumer PCs. I think that is an item in Rambus' favor, as the RIMM is a nasty technology. RDRAM availability shouldn't be an issue for a while, at least in the lower speeds, and I don't think cost will be either, at least until the stockpiles get used up. -- Carl

To: Jdaasoc who wrote (33893)	11/4/1999 2:50:00 PM
From: Tenchusatsu	Respond to of 93625

John, <Sony Playstation is leading by a wide margin in 99 sales and will bury them with PSII in March well before by the Dolphin comes out.> Not that I'm a Playstation 2 believer just because they're supporting Rambus, but I totally agree with you. Although Nintendo 64 is well ahead of Sony PS in the hardware department, PS is still the leader in game consoles thanks to the number of titles available and just the sheer mindshare. (I should know. I bought an N64 in college because I thought that's where the mindshare will migrate to. It hasn't happened. I don't mind that much, though, since I still had a lot of fun with that N64. Three words: Mario Kart 64.) So if Sony can lead with inferior hardware specs, just imagine what Sony can accomplish in the market with superior hardware, not to mention a huge time-to-market advantage and the adoration of the press. Tenchusatsu

To: Jdaasoc who wrote (33893)	11/6/1999 12:16:00 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Everything in RMBS's future is looking up... Hi John, The 840 had a clean launch and the wounded but but recovering 820 is coming soon. But yields on Coppermine may not be as good as expected and the Athlon continues to surprise on the upside - leaving Intel with much less room to maneuver (eg. support the poor price/performance alternative of rambus) than usual. The recent spate of lawsuits from Intel make it look as though their products (in their opinion, at least) are no longer competitive in the marketplace - and all they have left to maintain market share are attempts to block competition through far-fetched lawsuits - that give justice ammunition to re-open an anti-trust case. Intel is rushing a low end PC133 chipset to market in January, a high end PC133 chipset for 1H of next year and a DDR chipset for 2H of next year. Not much discussion of any future chipsets for rambus. The short term for rambus may be looking up, but the long term is looking pretty grim. Regard, Dan