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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: NightOwl who wrote (72008)5/5/2001 6:51:02 AM
From: SBHX  Read Replies (1) of 93625
 
NightOwl,

I kind of liked the principle of an open standard over a closed proprietary one.

In this case, having seen INTC's positions on licensing of their bus technologies as a tool to increase their mkt share. I would hope that the industry chooses to adopt an open standard instead.

There is a sharp contrast in how INTC were pushing AGP then and how 3GIO is being presented today. The lawyers have taken over the control tower and they're seeing 3GIO as yet another attempt to extend their dominance on cpu sales and to lock out competitors.

All reports of 3GIO indicates it is a serial point to point connection that also has the same design point of large streams over random access. Even the PCI BusMastering protocol compatibility appears to be at risk. It is another disruptive change (affecting everyone down to connector manufacturers) in the same way Slot1 was over socketed cpus. Many actually believed there was a technical reason to switch to slots (hey they are intel, they must know what they're talking about right?).

Will the entire industry believe that there is also a technical reason to accept this disruptive change and give up over arguably fuzzy data? I hope the open standard wins out.

If HyperTransport is even half as implementable or solid as it appears on surface, it should be a more natural transition. Having backwards compatibility to PCI alone has to be worth something to the designers who do not have to throw out their bus IP now and redesign their bus interface (if intc will license them out at the right time).
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