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

To: MileHigh who wrote (16040)	2/19/1999 8:45:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

milehigh, care to hear from a non-techie on that one? yes, when anyone (especially sony and toshiba) declares that they are going to use rmbs tech it is big, big, huge news. the more the merrier. (how's that?). sounds like sony ceo is pi$$ed that someone forgot to order his rdrams and now he has to wait in line... "I am very, very concerned about the state of Direct Rambus development," said Ken Kutaragi, chief executive officer of Sony Computer Entertainment America.........133-MHz SDRAMs and DDR DRAMS are not stable. The availability of 0.18 silicon is also a big concern. There will be no significant 0.18 foundry capacity until the end of the year." (added, remember no one has a working ddrdram computer yet that we know of. unstable, hmmm, is that a problem? would you knowingly buy a computer with unstable memory? would dell or cpq sell one? this is getting to be real good.) realistically speaking of course. i still remember RMBS CEO stating a few weeks ago that a number of very significant design wins had not yet been announced. now i know why he smiled as he said that. wonder what else is coming, besides hdtv, i mean? did you know rmbs will be the only memory in hdtv? WOODSIDE and BERNARD are very knowledgeable about the MIPS and ARM stuff. perhaps they could give us a read on that. unclewest

To: MileHigh who wrote (16040)	2/19/1999 9:04:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

MileHigh, Had to go back and check some previous posts re: the Sony/Toshiba news. 1) It's great news. Absolutely. 2) However, a) it's still quite a ways in the future, b) PCs and workstations make up 65% of the total available market for RDRAM (50% = PCs, 15% = workstations) while games, HDTV and all other uses make up 35%, so this helps them win a portion of the "rest" of the pie, and c) I didn't get from the article that the Toshiba processing core supports RDRAM (for switching, etc.) but that they've added on the RDRAM support for the game application (of course, once that's done, the hard work is over and they can duplicate it easily). 3) If #2 sounds disheartening, go back and read #1 a couple of times <G> Really, it is great. This helps them capture the other 50% of the market they've always said they could also get (where they lump workstations into the Other category). It also helps answer the concern we had last fall about Nintendo dumping Rambus. If Sony is picking them up, then who else would Nintendo go with? Ain't nobody there except our friends. Incidentally, I suspect that a lot of the unannounced design wins are switches and routers, where speed is critical. Just a hunch. And all this just supports the fact that this is going to be THE standard very quickly. If they could just GET IT OUT THE DOOR... <G> Dave B