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

To: MileHigh who wrote (15593)	2/14/1999 12:17:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

MileHigh, I can't argue with your concerns. But remember, we're the only ones who think of it as Camino Lite (in fact, if you'll go back through the posts, I think I might have been the first to use that term). It is definitely not going to be how it gets positioned for the market. It'll be positioned as a huge technology advance. From an OEM's point of view, the transition from 600Mhz to 800Mhz will be no worse than it is when Intel brings out a new speed in an existing processor product line -- make sure I'm ordering the correct parts, etc. And if I were an OEM considering the 600Mhz versions, I'd be saying to myself "Well, I know some others, like Dell, are going to be doing it. I could wait until the 800Mhz version, but what if it slips again? Then I'd be 6 months behind those leaders. I might as well get started since we have to switch sometime (so I can get the bugs worked out of manufacturing, get my tech support people up to speed, etc.). And this way I'm perceived as a market leader." At least that's what I'd be thinking. The advantages of 600Mhz Rambus over where we are today are much bigger than the incremental advantages of 600Mhz to 800Mhz. They can make a big splash now and then roll in the higher speeds as they become available. Dave B