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

To: Jorj X Mckie who wrote (18080)	2/15/2000 11:26:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

They need INTC's endorsement because INTC has the chip set for motherboards to support RMBS. Jorj, I suggest you take this to the RMBS thread. The expertise over there is much deeper. I am not shoving you off, its just that in the past we have relied on that thread for the technical aspects of this. In a nutshell, INTC needs RMBS in order to support RDRAM. RMBS needs INTC to push the standard. That fact alone has kept many folks here away from RMBS, so your points are understood and valid.

To: Jorj X Mckie who wrote (18080)	2/16/2000 1:01:00 AM
From: Mihaela	Respond to of 54805

If it is INTC that is completing a plan that would standardize RMBS's technology, it is INTC that is exhibiting the gorilla behavior. Admittedly, RMBS would benefit from it. My real question would be, "does RMBS's technology offer significant enought benefits and does it shift the playing field so significantly that they wouldn't need INTC's endorsement to be successful?". Jorj, See a demonstration of Rambus technology in a Sony Playstation II. This DVD, multimedia, DSL or cable internet capable game player running Linux will meet the demand for an inexpensive (~$400) internet browser and game system. I believe seeing this demo will answer your question. Why? Competition. Sony will be in competition with Intel's Timna SOC PC with Rambus memory controller for low cost internet browser system sales. Intel has been working with Rambus since 1996 to get RDRAM to this point. Yes, Intel has greatly helped Rambus with it's endorsement. Sony PS II is an endorsement that can (& I believe will) heat up the competition, so that RDRAM will be required in an Intel Timna system to keep up and/or exceed the performance of the PS II. People's expectations have risen with the PS II. They will demand similar/better perf. from other internet appliances and PC's. Intel Timna, Sun MAJC, and Sony PS II project managers know they need to get the best performance for the lowest cost and Rambus has an IP protected method for chip-to-chip communications that can help them attain that goal.