Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.34

+2.5%

9:36 AM EST

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To: John Walliker who wrote (25377)	7/20/1999 5:18:00 PM
From: Dave B	Read Replies (1) of 93625

John, I agree. I think a more comparable situation is VESA vs PCI, where Intel basically steamrolled over the PC manufacturers and add-on card manufacturers to standardize on PCI. If they can take on the PC mfrs. to define the standard, I don't see any problem with steamrolling the DRAM manufacturers. If you're a DRAM mfr. and hemorrhaging money, are you going to waste any significant part of it fighting Intel and betting on a small Taiwanese manufacturer? Doubtful (except for Micron <G>). You may still join a consortium in the event that it produces a spec that Intel likes, but you won't spend a lot of money on it. Dave

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