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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tinkershaw who wrote (42668)	5/15/2001 1:41:09 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Thanx Tink..... Did this have anything to do with your increased Rambus enthusiasms Apollo? digitimes.com. I hadn't seen that one. My enthusiams for Rambus are longterm, and based on the following: 1. RDRAM in all pentium 4 systems, and all Sony Playstation 2 systems. 2. RDRAM finding its way into storage equipment, HDTV in Japan, cable set-top boxes in Japan, flat panel displays, and potentially networking equipment. 3. RDRAM will be dominant, particularly in 2 Gh system PC's and beyond. 4. Expect a surge in PC purchases, driven by Windows XP and by the need to replace older systems purchased before Y2K, and with the normal PC cycle. My purchase of Rambus today, is about 40% less than my average purchase price of Rambus back in 1999. My purchase of Rambus then was based entirely on the premise that RDRAM become a dominant memory standard, from which Rambus would glean a high margin income. I sold out at the end of September 1999, because: a. Intel had botched the Camino 820 chipset necessary to facilitate communication between the processor and RDRAM, and b. Because I couldn't distinguish between fact and fud as it related to the actual competitive advantages of RDRAM over DDR. Now, more than 2 years after my first purchase, Rambus has clearly crossed the chasm on all fronts, and is well into the bowling alley on several fronts. Intel has designed better chipsets, ie the 850, and announced the 860, which facilitate RDRAM, and continues to program in RDRAM with future roadmaps on memory and on MPUs. Both Intel, and Samsung, are ramping up fervently the Pentium 4 and RDRAM, respectively. Rather than the duo of Wintel, we may be moving to the Triad of "Wintelbus". Presently, the market is down, gas prices are extraordinary, and the mood is sour. But the future looks pretty bright to me. Remember, according to the Kurweil precis referenced over the weekend, if it is valid, the rate of technology progress is exponential, and doubling about every 10 years. It is human nature to underestimate the rate of, and demand for, technology. Rambus, which provides an advanced design for memory providing wide bandwidth, fits neatly with this concept. JMHO, Apollo