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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Brian Sullivan who wrote (12425)	12/8/1999 2:43:00 PM
From: unclewest	Read Replies (2) \| Respond to of 54805

This I think that Rambus product will only be a niche product for higher end systems and will not be used much in the low end systems (sub $1000, PC systems). brian, have you considered this. sony playstation II which is believed to be an awesome gamers machine that also does basic household computing functions and accesses the internet uses 32MB of rambus rdram and will sell for < $500. due for release in asia in march...here next fall. intels new timna chipset for low-end pc's, scheduled for release later next year, will have the memory soldered direct. if granularity increases to 512Mbits by then, one single rdram could provide 64MB of memory...due to parallelism you cannot do that that with sdram. this capability coupled with the reduced pin count will make rambus ideal for the low end if prices come down...that will only happen with more production. samsung just announced doubling...i looked at the micron website today...they plan to sample rdrams next month. i agree rmbs has a position in the mid to upper end...this low-end will be very interesting to keep an eye on. unclewest