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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (61739)6/8/1999 10:01:00 PM
From: Earlie  Read Replies (1) of 132070
 
MB:

Excellent comments on Rambus.

A couple of other items that might fit on your list include the following:

- The memory producers have to purchase very expensive test equipment to get into the RMBS game. This equipment is Rambus specific. If the sales are not huge, (and the memory producers think not), then those test equipment costs will be a writedown/off. They have enough of these already.

- As noted earlier, the memory producers are aware of Samsung's leadership position. They do not want to be trampled in another price war that they cannot hope to win.

- The box builders see this as another way in which Intel might be able to exercise monopoly-like control over their destinies. They have "been there", and "done that", and do not want to go there again.

- The K7 chip looks like it may carve out Intel's heart, IF AMD doesn't drop the ball. I'm rooting for them, as their design team has done a heck of a job. There is plenty of excitement about this chip in the field. My best local cloners tell me that they expect it to blow the doors off the P3. Time will tell (like the next month). I don't envy the boys at INTC over this next few months. And guess what,....RMBS doesn't figure in this equation.

I am completely baffled at the sheer nonsense contained in the M.S. report. It just doesn't make any sense to me, except from a "save my clients" point of view.

Best, Earlie
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