Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (4450)	6/4/1998 7:12:00 AM
From: Shibumi	Read Replies (2) \| Respond to of 93625

>>RMBS technology has been in use for at least a couple years. Volume comes with MERCED, maybe. ... unless DDR SDRAM or SLDRAM captures market share first.<< [Note: This is not a short-term trading related post nor is it a challenge to your logic -- it's simply a question based on a single statement you made -- I want to understand better what you are saying.] Please help me understand your statement that volume comes with Merced. In the past, Intel has cried wolf about new microprocessors being reserved for only "high-end" (server, workstation) uses. Of course, this has never occurred -- PC users have always wanted/needed the power as soon as they could possibly get it. However, for the first time it appears that Intel may have a chance to have a successful three-tiered segmentation strategy reserving Merced for the high end and the 32-bit chips for the mid- and low-end. This seems to be due to the fact that Microsoft was caught unaware several years ago with respect to its Internet strategy and deployed all of its resources into winning on the Internet rather than increasing the feature/functionality of their software (as had been there tendency previously). Why do you believe that Rambus will achieve greater volumes with Merced than with Katmai and other 32-bit chips? Do you believe that the die penalty coupled with the royalties will preclude Rambus penetration of the mid-range or is there some other reasoning behind your statement?