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

To: Thomas C. Donald who wrote (11208)	12/6/1998 10:34:00 AM
From: William Triplett	Read Replies (1) \| Respond to of 93625

All of the articles on DDR DRAM indicate that it will be THE SOLUTION for servers, for technical reasons. RDRAM doesn't seem to be adequate for systems with large amounts of memory. Hmmm. Perhaps 'adequate' isn't the right term here. Maybe 'expensive' would be better. However, having said that, didn't I read somewhere that the server leader, CPQ, was going to use RDRAM in their servers? Regards, Bill

To: Thomas C. Donald who wrote (11208)	12/6/1998 10:53:00 AM
From: Rosemary	Read Replies (2) \| Respond to of 93625

Tom, Those articles were great stuff to read, but guess who was doing all the talking? Let's wait to see who can actually produce. Talk is good, but in the end run, it's the product that gets to market first. The product that actually works in all systems will rule the day. Remember who was telling us that RMBS wouldn't work in certain servers and the high end hardware. Has that been proved yet? Have we heard from Intel,Rambus, Dell and Compaq that such is the case? You've only heard one side of the story. I'm waiting for the reply.

To: Thomas C. Donald who wrote (11208)	12/6/1998 11:55:00 AM
From: unclewest	Respond to of 93625

thomas, there is no equivalent to rambus rdram. for pc's rambus is 100% supported by intel. the, as intel stated, new memory technology for the foreseeable future. intel makes 83% of the pc chipsets and they have clearly announced that they are moving to rambus memory. we will all concede the other 17% to whomever you like. you know durn well that compaq is using rambus in their new servers. the compaq news release has been posted here twice in the last week and you know it. what is your game? unclewest

To: Thomas C. Donald who wrote (11208)	12/6/1998 12:24:00 PM
From: Alan Hume	Respond to of 93625

Thomas Who ends up getting the lions share of the server biz is difficult to predict. I think the players are going to change drastically. INTC has the server market very clearly in its sights on its current road-map. CPQ is now aiming computers based arround its' newly acquired Alpha processor at the market. Neither of these companies have been major players in this market place in the past. I am confident that with the clout, aggression and determination which these 2 have, that they we succeed. Once again we come back to BETA vs VHS. The winners will be those with most clout. Not those with the best technical prowess. Alan