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: Rosemary who wrote (15479)	2/11/1999 9:39:00 PM
From: Estephen	Read Replies (1) \| Respond to of 93625

Rosemary, It is'nt clear. However, if you need to refresh the pc deployment in your organization, because of out dated equipment, And you also have to dedicate resources to the y2k remediation, and you have a limited budget, you must do y2k. However, the same is true for any new equipment. Y2k is sapping resoucres that would otherwise go to system upgrades.

To: Rosemary who wrote (15479)	2/13/1999 10:24:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

Rosemary, >>>This part I don't understand from the article: PC OEMs would like to refresh the top ends of their product line in the second half. But one source said that some IT managers are reluctant to move to the Rambus technology while the year-2000 problem is putting demands on the software used in corporate America.<<< You are right. That is horribly written. First, Rambus memory can't have anything to do with the Y2K problem. DRAM, or RAM of any kind is "brand new" when it's installed in a PC. It has no data, Y2K compliant or otherwise. I think what the guy meant is that, by the time Rambus memory is ready to ship in PCs, a lot of companies will be reluctant to buy new PCs. Instead, they'll freeze their corporate computer systems and networks and "hold their breath" until 1/1/2000. Maybe, but the so called freeze will not be because of Rambus memory. This part is particularly poor: ... while the year-2000 problem is putting demands on the software used in corporate America.<<< Sure, companies are spending money to fix software, but it's largely on mainframes. PC and network hardware are being upgraded, though. Older PCs are generally OK for date/time stuff except in their BIOS. The rule of thumb companies are using is to replace anything older than Pentium based with new, rather than futz with BIOS upgrades. Of course, while that is going on, a lot of older Pentium machines are being replaced also. Who wants to be stuck with a Pentium 60 MHz? On Y2K, the US is way out in front in remedial work. I've heard as much as 40%. My personal theory is that, because countries and companies around the world are waking up to this problem at all different times, the whole thing will average out. Therefore, Y2K spending in both hardware and software will take place through the year, and into next. I've seen similar predictions from Intel and Sun. Bottom line is more spending for PC hardware in 1999 due to Y2K. The budget will have to come from somewhere else. Tony