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

To: Dave B who wrote (15594)	2/14/1999 1:02:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Dave, I hope you are right, seriously. Your thinking about OEM support of 600 MHz makes sense, let's hope it transpires that way. My posts are a combination of my personal concerns and those concerns that I think others should think about instead of blindly thinking "everything is alright". Call me altruistic. <gg> It is my way of thinking through issues and problems. I also look for posts from the thread to help sort it out or bring up other issues that I have missed. I am opinionated and probably come across as combative, but if I am wrong or do not understand something, I often times change my tune. I appreciate any feedback-- yours and others. But I will fight back! <gg> This is a simplified view as to what has happened as it relates to supply chain issues: 1- RMBS develops technology breakthrough (years ago)- completed 2- RMBS must gain chip maker support for new standard, INTC signs on - completed 3- Broad industry support must be gained- completed 4- Infrastructure must be put in place to manu RDRAM- almost complete, complete enough. 5- OEM support must be obtained- completed 6- OEM's must finalize and publicly announce plans to implement and deploy RDRAM technology- not complete yet 7- Corporate IT market and, eventually, consumer market must embrace RDRAM as breakthrough technology they just "gotta have" thereby driving demand for product- not complete. Point 6 is where we are at and will be the next pieces of the puzzle that need to fall into place. It should happen, but when? No one knows. Soon I would think. Such as DELL announces actual ship dates, CPQ the same, AMD, etc... These press releases will move the stock up- not much else IMHO. Regards, MileHigh

To: Dave B who wrote (15594)	2/14/1999 6:56:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 93625

Stop it. Just stop it now. Where's your perspective? (Not targetted to you, Dave) Let's say Intel comes out with their 600 Mhz chip and it requires RDRAM to get full speed out of the chip. Ok, let's say that the 800 Mhz is the first chip that absolutely requires RDRAM to exploit the power of the chip. Doesn't matter. Let's say that the incremental cost of upgrading from a 450 to a 600 is $100. And, let's say that the cost of upgrading the RAM to RDRAM is another $150. THEN THE TRUE COST OF UPGRADING TO THE 600 IS $250. PERIOD. In marketing parlance, there's a segment of the market called "early adopters". These people have always, and will continue to always, buy the leading edge in technology. And they will buy systems with RDRAM. Dell, Compaq, Gateway et al. are all looking for ways to differentiate themselves to the marketplace. All of the box makers are dying to have an ample supply of RDRAM, no matter what speed it is. If you build it, they will come. Period. Stop freaking over the short term fluctuations in the price of Rambus stock. If you are that concerned, sell it now. However, IMHO, that would be just foolish. What you sell now for $75 will definitely cost you over $300 at most 2 years from now. Your choice.