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

To: Shibumi who wrote (3856)	4/18/1998 11:27:00 AM
From: JMD	Respond to of 93625

Shibumi, re: Microprocessor performance has increased roughly 60X in the last ten years while memory performance has increased at best 10X) that is getting worse -- and that like most consortiums it is an ugly, unwieldy beast. Thanks for a very thoughtful post. In particular, the above few sentences seem to capture what RMBS is bring to the party. George Gilder has written fairly extensively about memory performance lagging microprocessor performance which caused me to investigate LSI Logic and RMBS as two companies who were "doing something" about the performance gap. Would you mind explaining for the layman how RMBS closes the gap, and give some background on why microprocessors surged and memory lagged? Most appreciated. Thanks, Mike Doyle