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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (22494)	12/6/2000 9:10:47 PM
From: J Krnjeu	Read Replies (1) \| Respond to of 65232

Hello Voltaire, MORE stolen RBMS stuff messages.yahoo.com Where is Rambus going by: Watzman 12/6/00 2:19 pm Msg: 199446 of 199539 There's lots of fud on Rambus, but: Look at what's happening to RDRAM: EMC -- market and technology leader -- using RDRAM Sun Microsystems -- market and technology leader -- using RDRAM (in Majc processor, coming soon) Sony -- market and technology leader -- using RDRAM in PS2 Intel -- market and technology leader -- using RDRAM in P4 Compaq is going to use EIGHT CHANNEL RDRAM in the next version of Alpha. Meanwhile, what's happening with DDR ? Don't kid yourself, RDRAM is getting serious traction, AND Rambus [the company] is winning on the licensing fronts also. Even *IF* DDR becomes viable, processor speeds are only continuing to increase, and it won't STAY viable. Things don't happen all at once, they "develop" over time. What's "developing" is that the P4 is going to kill both AMD and the Athlon [not immediately, but in 6-12 months when P4's at 2.5 to 3 GHz, software's been optimized for P4 and Athlon's still below 2 GHz). That is *WHY* AMD stock is behaving as bad as it is -- the market looks to the future, and the market can see the writing on the wall. Someone posted yesterday that Intel Sandbagged AMD and got them to place their bets on DDR, having convinced them that it was stable, when it's not and Intel knows that it's not. I think that the post was intended to be sarcastic. But there may be a lot of truth to it as well. What's "developing" is that RDRAM itself is gaining real traction in a whole lot of markets, Intel is NOT dumping RDRAM, and the alternative that they *MAY* offer won't be either technically attractive or sufficiently economically attractive to cause people to buy it. What's "developing" is that Rambus the company will be collecting royalties on ALL common forms of computer memory anyway. Bottom line, RDRAM as a memory type will win, and [even without it, in fact] so will Rambus the company as an investment. MSDW's $200 target is right on the money, perhaps low, for 2001. Posted as a reply to: Msg 199438 by LOUMFSG Thank You JK