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

To: MileHigh who wrote (17333)	3/13/1999 1:11:00 PM
From: denni	Read Replies (1) \| Respond to of 93625

>>It also said that individuals currently only use 5% of a PC's processing power and capabilites. Do they really need or crave more? The article makes the point that 600/800 MHz CPU's may be needed in the corporate sector but not for the public... the internet browser is a power hungry app. now open about 8-10 ie5 windows like i do and walla, you need all the speed that pIII/rdram will provide.

To: MileHigh who wrote (17333)	3/13/1999 2:14:00 PM
From: sam	Read Replies (1) \| Respond to of 93625

MuleHigh: we are clearly at the end of a PC product cycle. The next cycle (which will include the new RMBS technology PLUS coming broadband advances) will allow users to do things we cannot presently do. Video over the internet will become standard. Will consumers (other than business customers) want to participate in these advances? I suspect the answer will be yes. Intel, Dell and the other boxmakers are getting hammered imo because the end of the product cycle will always benefit the lower priced products. And uncertainty is never a positive on Wall Street. But once people realize that they "need" the new products they'll buy them. (Having a good economy doesn't hurt either). FWIW

To: MileHigh who wrote (17333)	3/13/1999 4:18:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

milehigh, i hear you but i'm not sure you are right. i.e., i could be wrong on this i'll try to verify but i believe the newest announced palm pilot will use an armhy core with a rambus interface. don't we expect rambus to start taking over laptops early next year? either way though the more we use the internet the greater the demand for rambus not less. sony's entire new product line is rdram dependent. matsushita has announced that they are designing a wide array of consumer products all requiring rdram. the only memory for digital tv will be rdram. the list of rdram uses is very long and growing longer rapidly. and let us not forget this little gem..intel says rdram is it. period. as far as pc sales go, i see that one this way...less than 5% of european households have a pc, less in asia, and s. america is virtually untouched. in addition we all keep upgrading here in the usa. there is a lot of room out there for pc sales. finally regarding dell. dell's share price was up nearly 400% in the past year. dell gave a little back, now they are up 300% for the past year...not too shabby by my standards. i saw the m dell interview after earnings on cnbc. he said 2 very important things...their overall sales were off a bit because one large order was slightly delayed, big deal... he also said that their margins are up and their margins on their most profitable products were up the most. i think dell is going to be o.k. you ask good questions, but i question your assumptions. unclewest