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

To: pompsander who wrote (21742)	6/5/1999 2:39:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Yes, I agree on their "apparent" lack of focus on the psychology of the market and you may also be right that they no "exactly" what they are doing and there is no need to worry. I place a lot of my trust on Intel, obviously, but also on Tate. It is widely held that he is very well respected in the semi industry. But history has shown that it is not always the best product that wins, it is often times the product with a better marketing campaign behind it... MileHigh

To: pompsander who wrote (21742)	6/5/1999 4:42:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

MH and Pomp, Stop me if you've heard this before <G>. I've said in the past that I don't think we'll see a huge "Rambus Inside" campaign. The high-performance customer isn't interested in a single component, but rather the entire performance package. This means high-speed drives, high-speed interfaces, et cetera. You don't see "Seagate Cheetah Inside" or "PCI Inside" or "Ultra ATA Inside" stickers on PCs because they're just a component of the whole. If you put stickers for all the high-performance components on the outside of the PC, it would look like a high-performance race car. We didn't see any "SDRAM Inside" campaigns when SDRAM came out. While we know what RDRAM is, the average high-end user is only going to be concerned that he/she has all of the fastest parts available. They'll learn quickly that RDRAM is part of that package (you will see RDRAM highlighted as a line item in the GTW/DELL/et.al. ads under the system configurations, I'll bet). And if RIMM supplies are short initially, we definitely won't see any campaign, since they'll be able to sell all that is being made (so why waste the money?). I could certainly be wrong. It may be that Rambus negotiated with Intel that some kind of campaign associated with Rambus. And I certainly wouldn't mind being wrong <g>. But I think that, just like the SDRAM introduction, it'll simply roll into systems in the high end, then will migrate into cheaper machines as Intel supports it in lower and lower end processors. Just guessing. Dave