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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (2463)	3/8/1999 7:31:00 AM
From: Gary Wisdom	Read Replies (1) \| Respond to of 2578

Bilow, thanks for the detailed synopsis of all the bear arguments one could ever imagine for Intel and Rambus. However, a few points: 1. IMHO, Rambus is not designed for the low end machine, it is designed for higher end machines. Note Compaq's support of Rambus for their alpha series and Dell's support of Rambus as they move further and further into higher end servers. Thus, the premise of your first snippet is wrong to start off with. 2. The fact that SLDRAM is giving up is yet another testament to the success of Rambus technology, not the opposite. 3. As posted earlier, that article on PC133 DRAM is obviously biased, with information provided by the interested parties that are supporting this alternative. No basis at all in facts. 4. Regarding your comment on how stupid Intel is, well, with no disrespect intended, I would venture to be on Intel's side any day over someone on SI like you (or me). But, if you want to short Intel and Rambus, go ahead. However, I don't recommend it unless you're interested in just scalping a little in the short term. Good luck.

To: Bilow who wrote (2463)	3/16/1999 2:34:00 AM
From: Bilow	Read Replies (1) \| Respond to of 2578

EE-Times news for the Ides of March... Here's a great example of a place where rambus chips are a natural. The Sony playstation has a limited amount of memory, but needs a very high bandwidth. Who you gonna call? Rambus! Note the mention of "systems-on-chip": Sony puts $1 billion into Playstation ICs "Thus far, process evolution has been driven by memories," he said, "but Playstation 2 will be the start of a change, and it will be driven by systems-on-chip." techweb.com The next evolution will put the DRAM on the chip, and that will eliminate rambus from this product. This evolution has already happened in graphics chips. Meanwhile, Intel continues to screw itself up with rambus. What a disaster: Intel cuts broad path The transition, however, will be slower than Intel and Rambus Inc. had hoped. Low yields on the 800-MHz memories spawned plans for a 600-MHz speed bin, which compromises performance significantly. Because initial production volume will be low, prices will be high. And Intel's first chip set to support Direct RDRAM is rumored to be delayed until September techweb.com -- Carl