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

To: Zeev Hed who wrote (18810)	4/16/1999 6:25:00 PM
From: DHB	Respond to of 93625

I'll say this much, as I set plunkin on my second PC since 95 - Gateway 486-66 on my Sony 333 with a 66mhz bus I'll be damned if I buy anything else till RMBS and the time frame from early adoption to mainstream is so short in hardware that it doesn't matter. Most folks that write need to create opinion to fill those blank pages. If you stop and think about it all those FAB plants aren't going to continue to build pieces that have little profit going forward. As the die shrinks who do they think is going to redesign obsolete chipsets? Open to contrary opinion or correction... DHB

To: Zeev Hed who wrote (18810)	4/16/1999 6:38:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

I've all heard this before. PC's are turning into a sub-$500 commodity. Inertia will keep SDRAM king for a long time, etc., etc. The PC users out there who demand more and more performance are nothing more than a 20% "niche." There are only two arguments against the widespread use of RDRAM as I see it: 1) Licensing, royalty, and marketing issues 2) No one but the 20% "niche" needs a faster computer I don't know much about the issues surrounding argument #1, so I'll avoid talking about it for now. But argument #2 is the same old song all over again. The skeptics don't realize that it's this 20% "niche" that pretty much dictates what the 80% "mainstream" will be using in the following years. (I remember a time when the Pentium was first introduced, and the skeptics were saying that no one really needs more than a 486.) The emergence of sub-$500 PC's isn't going to stop progress. Rather, it's only going to delay the inevitable, which is that even sub-$500 PC's will be employing next-generation DRAM technologies sooner or later (probably later). In other words, the question shouldn't be "Will we need next-generation DRAM technology like RDRAM?" Rather, the question should be "Which next-generation DRAM technology will we all be using, and when?" Tenchusatsu

To: Zeev Hed who wrote (18810)	4/16/1999 8:49:00 PM
From: Rosemary	Read Replies (2) \| Respond to of 93625

Zeev, From the Intel site: New Price/Performance Achievements and Projected Internet Performance Intel's Pentium III dual-processor servers deliver last year's 4-way Pentium Pro midrange server performance at significantly lower prices (almost 20% lower). Pentium III entry-level servers run at 500 MHz and are equipped with a half-speed 512K L2 cache and a 100 MHz system bus. With the introduction of the 840 chip set later this year, the system bus will grow to 133 MHz. Initial performance benchmarks suggest that dual-processor Pentium III servers can offer both performance and price, achieving 10,500 transactions per minute and a price-performance ratio of roughly $25 per transaction. As a result, a number of key Intel Architecture server suppliers - including HP, Compaq, Micron, and others will be able to offer dual-processor systems that provide better performance at an entry-level server with lower price points than Pentium II server offerings of one year ago. My question: 840? They don't mention RMBS.