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: Dave B who wrote (50734)	8/22/2000 2:09:16 PM
From: Bilow	Respond to of 93625

Hi Dave B; About Rambus, more from you guy's favorite journalist: Recently a respected industry insider stated to us poignantly that RDRAM is "a memory solution with very limited application because it solves the wrong DRAM performance problem using fragile, expensive, and unwieldy technology that exacerbates the real problem. Thankfully its joint effort with Intel to drive the third generation of its niche technology into the PC space using slick and misleading marketing and the prestige of Intel has been exposed and is faltering under the harsh light of day. Its subsequent attempt to financially attack open industry standards using patents obtained under questionable circumstances seems to underline their failure to establish DRDRAM [aka RDRAM] as a standard and that the company seems to have chosen a kind of apocalyptic showdown with the DRAM industry as its end game strategy." tomshardware.com -- Carl P.S. I wouldn't assume that Transmeta has very poor performance. My guess is that their performance is going to depend radically on what software is run through it. Stuff that runs in tight loops should do extremely well, while big piles of code that never repeats should do very poorly. My guess is that overall, it will be okay.

To: Dave B who wrote (50734)	8/22/2000 2:27:12 PM
From: Scumbria	Read Replies (3) \| Respond to of 93625

Dave, That would make Intel a "market leading" company versus the "market following" company that AMD is. Intel has been leading the industry towards the edge of the cliff with Rambus and IA-64. Fortunately, the survival instinct has kicked in, and the industry has turned toward other more reasoned options. Transmeta isn't pushing (and can't apparently deliver on) performance -- they're pushing low power. Most laptop users don't need a lot of performance. Battery life is much more important. Scumbria