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

To: Don Green who wrote (16092)	2/20/1999 1:29:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Don, Yes, some people will always pay a premium because some people always need the performance. Graphic artists, CAD designers, database systems, any compute-intensive application working on large datasets. Those needs will always be there and there will always be buyers. My ASIC-designing buddy starts simulations at night before he leaves work, and they're still running when he gets in in the morning. He'd pay a lot to be able to get 2 simulations run in a day instead of 1. He'd get his job done a lot faster. It would definitely be worth a lot of money to the company, far more than just the incremental cost of the Rambus memory. This is where Rambus is going to start -- in all those applications where a 500MHz processor is sitting around twiddling it's thumbs waiting for data to be delivered from a 100Mhz SDRAM chip. But of course, in a downturn, some of those buyers will decide they can live with the machine they've got for a little while longer. And that will happen at the low end, and mid-level range as well. Actually, the high-end systems might pick up more market share (or suffer less of a decline) just because you really can cost-justify cutting the running time of a database application from 4 hours to 2 hours. Dave B p.s. I've also had this "overpowered" discussion with the same friend. I agree that the average PC has far more power than the average user needs or should pay for.