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

To: TEColeman who wrote (3503)	4/2/1998 1:38:00 PM
From: MulhollandDrive	Respond to of 93625

Hi TEc wasn't exactly doing that, but since I don't have a technical (industry or analysis) background, my surmisings are simply those of an average investor trying to put the pieces of a technology and investment puzzle together. bp

To: TEColeman who wrote (3503)	4/2/1998 2:10:00 PM
From: dougjn	Respond to of 93625

Here's my bald case for investing in Rmbs. Heavily. One of the adjust technologies which Intel needs to radically increase (along with Internet Bandwidth, and continuing increases in software complexity) is memory access speed. They need them to do so to keep up demand for ever higher performance CPU chips, of course. We all know that Intel has a lock on processor chip standards. It simply is not worth it for most developers of adjunct technology to bet on anyone else. Intel will almost certainly win, and is absolutely certain to have a very large chunk of the solutions in its areas for years to come. At least until a true new paradigm shift. We all know that. And it is not in Intel's interest to support multiple memory interface standards. (Other than preserving some backward compatibility for a while.) Because to do so is bound to cost silicon real estate, complicate things, etc. Intel rules, not the RAM makers. So if Intel has chosen Rmbs as the memory interface technology for the next decade, that sports fans, is then end of it. When Rambus went public it appeared probable that Rambus would win, or at least win for part of Intel's market. It now looks certain that Rmbs has been annointed by Intel for its high performance processors. Which will have a way of becoming all processors before long. Given that, its in Ram makers interests, in many cases, probably, to use the same interface for more uses outside even of Intel interconnects. Like DVD. At least if Rmbs is smart enough to ask for too big a nick. Which it is. QED. Rambus is a cash machine. Most people just can't see that far, regardless of how clear the air is. Doug