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

To: denni who wrote (37596)	2/27/2000 6:53:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

denni, Re: "My sources tell me that the current iteration of this machine, still under wraps, consists of a 600MHz AMD Athlon, a graphics accelerator chip, an onboard DSP, a built-in modem, a DVD drive, a joystick/controller and a hard-disk subsystem. The whole thing will run under a trimmer, game-optimized version of Windows 2000. The hard-disk subsystem is what makes the console unique. It will store scores and game configurations, and allow online upgrades of disk-based games. The device is slated to ship in the third quarter of 2001, about a year after Sony launches its powerful new PlayStation 2 in the U.S. One problem I have with this this is the source. Dvorak is consistently the single most biased columnist I am aware of. He has been anti-Intel, anti-Rambus and pro-AMD as long as I have been reading his nonsense. Anyone who listened to him would have been invested in AMD instead of INTC and RMBS. Huge mistake. Secondly, who's to say that AMD's 600MHz Athlon will be the best choice 1.5 years from now? Might not an 800-1000MHz PIII be a more appropriate one? We shall see. I'd rather wait to hear what Microsoft has to say about all this in their March announcement. Thirdly, I like seeing competition from Microsoft against Sony in this area. It can't hurt to get competition pushing the capability envelope of the latest device (whatever we decide to call it) to the max. It's good for everybody - probably especially for RMBS holders. Barry