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

To: Thomas P. Friend who wrote (4521)	6/9/1998 9:19:00 AM
From: MileHigh	Respond to of 93625

Tom, good points, I have made a few of these recently as well via posting articles on slow PC growth and dropping DRAM prices...Not saying I beat you to the punch, just saying I tend to agree... There will be plenty of industrial, high end business applications that will instantly utilize RDRAM, but we need a software memory and speed hog to help revitalize the PC program...Don't want to be a RMBS bear though, I am toooo long at higher prices! :-( MileHigh

To: Thomas P. Friend who wrote (4521)	6/9/1998 9:28:00 AM
From: sam	Respond to of 93625

The questions, as I see it, are: (1) what will you be able to do with the new chips that you can't do now; (2) how important or necessary are those new uses to you; (3) is it worth it to you to spend the money to upgrade. Obviously, business application is where the major money is made. If the new chips can be made to be necessary to new business applications, then a major upgrade cycle will begin. Can you imagine what developers will do with faster chips?

To: Thomas P. Friend who wrote (4521)	6/9/1998 9:29:00 AM
From: REH	Respond to of 93625

You make a good point but you could have said the same when we moved from SIMM to EDO to SDRAM, right? The big question is if rdram will become the new standard and it does look that way based upon the supporters that have signed licences. Are you also saying that existing software (32-bit) will not run faster on RDRAM-computers? Off course it will. To me it sounds like arguments that I heard back when we made the transition from XT to AT - what we have is good enough. Today, nobody can get anything done with an AT. Two big factors, Time & Intel, will tell where we go reh/long

To: Thomas P. Friend who wrote (4521)	6/9/1998 11:22:00 AM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

Thomas, how about interactive voice software? This is definitely a power hog (speed and memory). Advances in computing have come none too soon for this particular market. RDRAM will be ideal for this type of software which is getting better all the time.