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.

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

To: Victor Lazlo who wrote (40993)	4/26/2000 10:47:00 PM
From: mishedlo	Read Replies (2) \| Respond to of 93625

Interesting post on AMD froom the fool. Ukyo refers to AMD's price action far too often as a measure of its new "gorilla status." If that were all it took Redhat Linux would have been a Gorilla in December. Intel does not wield the power they did 5 years ago. But to suggest their gorilla power is gone is highly preliminary, and that AMD is becoming the Gorilla is pure lunacy. By definition, if Intel's barriers are broken down and the switching costs are nada, then it is not a gorilla game at all. And that would leave AMD and Intel in a royalty game, one which Intel would be winning. The Tom's Hardware reference is Ukyo's sole reference to the inferiority of RDRAM, and it seems the prosposed failure of RDRAM is the sole reference for the downfall of Intel. Hmmm. Again very preliminary. The techie longs at the Rambus board cannot seem to replicate Tom's benchmarks anywhere else. This is Tom's findings and his alone. Furthermore the use of RDRAM will be most beneficial with increased processing power in the future. The numbers in current systems are darn close to irrelevant. This is a future game. It's not being decided today. I am not an investor in INTC nor in AMD. I am only considering a long position in RMBS. I have no bias. Not surprising Ukyo's post generated (as of now) 51 recommendations. It's thoughtful, yet tainted heavilly by his AMD bias. And the AMD longs are going to recommend it to high heaven. It doesn't change anything. The last I checked INTC had a pretty good quarter. AMD had a blowout quarter for them. If past performance hints at future activity, we must remember how many times AMD got their act together only to fumble the ball a quarter or two later. The best they can do is compete with INTC and hope the barriers continue to crumble. But that's all. They'll NEVER be a gorilla in this game. By the way for those keeping track of numbers, here are the revenues from AMD's "blow out quarter" vs. INTC. Q1 - AMD 1092 mil Q1 - INTC 8021 mil Ummm...are you sure there is a question about the top spot? Think the Expos will overtake the Braves and Mets for the pennant?