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

To: MileHigh who wrote (4976)	6/24/1998 7:11:00 AM
From: Shibumi	Respond to of 93625

>>Also, and importantly, when one looks at the MACRO picture and reads everyday about, cable TV set top boxes, cable Internet access, chip designs for non-PC uses, hand-held communications devices, DVD, digital TV, enhanced graphics for games and video conferencing, etc., the need for chips will only increase dramatically over time. If you see the semi industry being dependent on the PC market over the next 5-10 years, one can not see the forest through the trees!!<< I understand your position: that Rambus is not limited by a shrinking (and in the future, slow growing) DRAM market. At this moment, I certainly hope you're right -- I'm long on the company. However, what I'm currently doing is searching for facts that Rambus will be able to penetrate more of the general purpose semiconductor market. Here's what we seem to know right now: 1) Rambus is a wonderful technology for Intel and for computers where we have exponential increases in microprocessor power currently being offset by it taking 5 years for the PC industry to go from 66MHz to 100MHz support for memory. Rambus is the best answer here. 2) Rambus is wonderful technology for video games and boards in which large amounts of data in video memory arrays must be moved/manipulated quickly. Okay...this leads me to believe that there are at least two areas ripe for Rambus since the company has an excellent solution to high-speed memory access: video-oriented devices and potentially very high-bandwidth communication devices. What I'm searching for are people's thoughts on potential specifics of products Rambus might be used in. As an example. Let's *imagine* that the killer app. for Rambus will be the digital VCR. What are the alternative technologies that could be used? How much memory would be needed? When will the digital VCR be as common as the current VCR? And so on... Thanks!