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

To: Sleeperz who wrote (2668)	12/16/1997 5:04:00 AM
From: Michel Bera	Read Replies (1) \| Respond to of 93625

CR Lum, We gave been discussing last year in this thread with Ibexx, Gregory and Betty the fact that new appliances, using new generation of RAMs, will be a significant part of RMBS market. Set-top boxes "of the future" - that is the TV market, a market no-one can consider as non serious - will include Pentium IIs and beyond (see Business Week new issue, dated Dec 22 on Intel) starting 1998. Ibexx posted in this thread not so long ago Nintendo 64 sales (they sell, as far as I can check, not that bad in the US). I also expect TI to design new appliances (smart phones (Matra Communications, a Lagardere Group company, has a voice activated GSM cell phone in Europe).. Teddy Bears..) using huge needs for 3-D or artificial intelligence power (text to speech, speech to text, including semantic analysis, check companies like Inxight spinned off from Xerox Park, and guess who are the main licensees of their product Linguist). IBM demonstrated at Comdex gesture and face attitude recognitions... The signs are numerous, but I agree that they look as of today as black and white tokens in the early stage of a Go game. But RMBS is one of the solutions that has ramped up already through the Nintendo 64 design. A good "bamboo knot". What concerns me more is the crash of RAM prices : is RMBS going to be affected ? Just my two cents, MiB