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

To: Richard Ruscio who wrote (14126)	1/24/1999 11:57:00 AM
From: Robert Grist	Respond to of 93625

Re: Memory in Jeep. From the Convergence Conference (Automotive Electronics) in Detroit, "In the future we won't start our cars, We will boot them up."

To: Richard Ruscio who wrote (14126)	1/25/1999 9:51:00 AM
From: Shibumi	Respond to of 93625

>>won't happen intel proxy # - 83% - is wrong dunno how much memory will be in phones, hdtv's, palmlike things, hell my Jeep ... I'd GUESS closer to 25% - maybe. who knows ...<< In the embedded market, if I had to place a bet, it's hard going against StrongARM due to technology coupled with Intel's manufacturing and marketing strengths. In any case, back to Rambus -- it seems to me that the only pain you're going to feel in the embedded market is if SOC's can fully incorporate enough DRAM such that an external interface isn't needed. This may be the case for some applications; but overall it would appear to me that the higher capability embedded market is ripe for Rambus's serial memory interconnect technology.