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To: Ibexx who wrote (49229)3/3/1998 9:25:00 AM
From: greenspirit  Read Replies (1) | Respond to of 186894
 
Hi Ibexx, no I don't sleep much. 4 hours tops. It must be my underwater life which has changed my internal clock or something forever. :-)

Ibexx, one thing I've been meaning to ask you. The reason I have stayed clear of some of the quality hi-tech companies is due to their high PE ratio. High valuations really worry me. How do you get such a good feel of the quality of management in these companies? I believe if I felt they were as good as Bill Gates at handling growth, I would be more inclined to invest in them.

Here's another interesting little article. Speaks of one of your favorite companies Rambus. A company which fits what I'm describing above perfectly.

Intel calls for agreement on industrywide standards

March 3, 1998

Computer Reseller News via NewsEdge Corporation : San Jose, Calif. -- Intel Corp. put its stamp on a number of system-technology initiatives and declared its stance on several hotly debated topics.

"Fundamentally, our industry is built upon common standards that we need to build around, support and deliver to our customers," said Pat Gelsinger, vice president and general manager of Intel's Business Desktop Products Group, in his speech at the Intel Developer Forum, here. "If we stop having these common industry standards, our industry stops in its tracks. "

To drive costs out, Intel supports soft migration, whereby system functions done via hardware-including audio, modem and DVD-are done through software. Cost savings could reach $50 for DVD, he said.

Intel also unveiled support for the ATA/66 standard proposed by Quantum Corp., which doubles the throughput of the ATA/33.

ATA/66-based drives will ship in the first half of 1999, said Steve Wilkins, manager of desktop product planning for Quantum, Milpitas, Calif. Quantum will hold a free license so the industry can standardize on this interface as it transitions to the 1394 interface.

For memory technology transition, Intel supports an intermediate step between Synchronous DRAM (SDRAM) and Direct Rambus DRAM (RDRAM). This is intended to cut cost, capital and availability issues the industry could face in its the move to Direct RDRAM. The proposal calls for S-RIMM, a connection that will let SDRAM modules or Direct RDRAM modules plug into the same memory sockets, Gelsinger said.