Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MileHigh who wrote (17432)	3/17/1999 11:24:00 PM
From: pompsander	Respond to of 93625

Milehigh, yesterday you were nibbling.. I need to get you to bite, (as Uncle would say on his fishing excursions). Try this - every technology in the history of mankind has had the problems you speak of. Not just will it work, but how to manufacture, package, deliver it. My optimism about Rambus at this point is three pronged: One - Intel is firmly, firmly on board. Two- Rambus management has demonstrated to me a steady, well-orchestrated business plan, developing the technology and protecting the patents, and three - partners and vendors are working hard on the solutions to the problems the technology creates. If I really saw the industry not throwing resource at the packaging, testing etc. problems, I would start to worry. So far, I see just the opposite, which encourages me no end! This is somewhat counterintuitive, but the technology which becomes the standard is sometimes not the best one, but the one everyone has spent their own resources developing - they just can't or won't go back and take another direction. Long live the Betamax!

To: MileHigh who wrote (17432)	3/18/1999 9:17:00 AM
From: Dave B	Respond to of 93625

MileHigh, I'm also learning that there's much more to this than I originally thought. However, I agree with pompsander's follow-on message that this is nothing new in the evolution (revolution?) of technology. It's a technology shift, a new paradigm, the beginning of a new S-curve (did I miss any cliches, Jeff?) and there are always new problems to overcome. The key thing we need to remember, even if we see more delays, is that anyone else who might try to compete in this space would have to address all these same issues as well. These are issues inherent in the problem of speeding up memory, not just issues in Rambus' answer to the problem. And these guys are much, much further along than anyone else at this point (no one else is even on the radar screen -- DDR is the end of the old S-curve). So we need to keep the faith. The long term play (as unclewest points out) is still there, and that's what we've all been betting on anyway, right? Dave B