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: PAinvestor who wrote (13511)	1/14/1999 10:26:00 PM
From: richard surckla	Respond to of 93625

PAinvestor... thanks for the clarification and your opinion.

To: PAinvestor who wrote (13511)	1/15/1999 12:25:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

PA, >>>INTC may set the defacto industry standard, but I think that their control over industry trends is on a weakening trend.<<< IMO, it's going the other way. Some reasons: 1. SGI's announcement that they're giving up totally on their MIPS RISC CPU platform and going all Intel. 2. Sun Microsystems joint development with Intel to bring up Solaris on IA32 and IA64. 3. IBM developing NT servers with hundreds of Xeons that have the power of mainframes, which, if they go mainstream would compete with their own bread and butter. 4. HP dropping PA-8xxx CPU chips and going all Merced/McKinley when those 64 bit Intel CPUs are ready. The last bastion of non-Intel CPUs will soon be IBM S390 (CMOS mainframes.) Even those could go Intel someday. So what's weakening? Are you referring to the super PCI/NGIO (next generation I/O) jostling that's going on? Something else? For those that like Rambus, all "defections" to Intel as CPU open up the likelihood of additional computers that may have Rambus inside. Tony