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

To: Joe NYC who wrote (47027)	7/11/2000 3:25:00 PM
From: Steve Lee	Read Replies (2) \| Respond to of 93625

>>Why would anyone upgrade 820 based system? It is barely 6 months old. A more typical upgrade cycle is 2 to 3 years, even longer....There is nothing wrong with RMBS longs hyping the promise of RDRAM, but I (and surely you) have to laugh at the idiots at whose expense this promise will be realized. Those buying Rambus based systems are the people who want to buy the fastest systems, the same sort of people who buy the new processor speed grades when they come out. Those people are not involved in the typical upgrade cycle of 2 to 3 years. You make a valid point about paying the extra for little or no performance increase. I ask myself the same question everytime processor speed goes up by 33MHZ. I mean who would buy a 1Gig PC when a 800MHz is much cheaper and they probably won't notice the performance difference. The important point is that anybody who has bought a Rambus based system has already decided to pay thru the nose and wants a high performing system. Both of those wishes have been granted to those customers. They have a system that is right up there at the very top of the performance scale, they don't have to overclock anything and they have the option of taking the RIMMS with them to a P4 system in a couple of months. It has been necessary for Intel/RMBS to push 820 based systems to make a market for RIMMS such that when P4 arrives, there is a stable supply. They wanted caminogate last year rather than tehamagate this year. Customers at the cutting edge of technology expect, and are happy to take the risk of being early adopters.

To: Joe NYC who wrote (47027)	7/11/2000 4:38:57 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Josef: I am sure they will have a better, faster solution, compared to your 3 years old RIMM You are correct. , which will probably prevent you from even adding your old RIMM. So in effect, you probably will be throwing away your old RIMMS. You are wrong. If you think that RMBS will be clearly unable to extract tens of millions from SDRAM manufacturers for something as basic an idea as storing read latency values on a register in the DRAM chip, you are indeed very naive to believe that the PC600-PC800 RIMM's will be thrown away because faster ones will become available. john