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

To: Estephen who wrote (21060)	5/29/1999 9:09:00 AM
From: Dave B	Respond to of 93625

HP has also committed to using Rambus in their PCs. So that's 3 of the top 4 (and IBM is moving down the market share list, not up). Also, and more importantly, since Intel makes something like 80% of all motherboards, a lot of the smaller manufacturers and white box makers will end up supporting Rambus because Rambus sockets will be on those motherboards. BTW, the 50% share in 2001 is because Rambus won't move down into the lower-end systems and mid- and lower-end portables until mid- to late-2001 according to the Intel roadmap. For the segments of the PC market that Rambus is used in (initially the high-end PC, then the mid-range PC in 2000, and portables starting in 2000), the share will be much closer to the 100% number than the 50% number. Again, because Intel makes the motherboards. IBM has a history of trying to develop their own proprietary products for the PC business, but have not been successful at forcing them on the industry because they don't control any of the underlying core technologies (processors, OS, etc.). In fact, by trying to compete with with the core technology leaders, they've hardly ingratiated themselves with them. They don't have the muscle to force this kind of issue, and the sooner they realize it and stop "fighting the tape" the better off they'll be. JMO, Dave