Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (77251)	3/8/2000 1:12:00 PM
From: Roads End	Read Replies (2) \| Respond to of 132070

Steve, the following is an excerpt from rudedog. I'm sure you already know his credentials. Does this square with your understanding for Rambus demand? >>There are NO CPQ products which support RAMBUS - nothing, nix, nada - and none in the pipeline. Given CPQ's performance numbers - they currently hold the performance lead in most categories for IA32 architecture - I doubt that will change any time soon. << Message 13082503

To: Steve Lee who wrote (77251)	3/8/2000 2:37:00 PM
From: Earlie	Respond to of 132070

Steve: I'm out in the field a fair bit. So far, I have not come across anybody who is selling PCs with RMBS aboard. Nor can I find any that have been successful in getting their hands on chipsets that both support RMBS and work properly. Fred Hickey tells me that Dell may have sold a handful, but no more than that, and he also prowls the field. It is your claim that demand for RMBS in PCs is strong out there. It is my position that so far, it is all hype and next-to-no sales. One of us is obviously wrong or is relying on invalid data. Care to comment on what you have actually seen or what you have actually found with respect to actual sales of RMBS-equipped PCs? Details such as sales location, PC producer, numbers actually sold, etc. would be useful. I am more than willing to be converted, but not without real evidence as opposed to RMBS hype. At the same time, I invite any other observers/posters out there to provide the thread with evidence that is illustrative of current RMBS sales in PCs. Perhaps I am looking in all the wrong places. best, Earlie