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Politics : Formerly About Advanced Micro Devices

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To: Dan3 who wrote (67232)8/1/1999 6:51:00 PM
From: grok  Read Replies (1) of 1573988
 
RE: <The companies with RAM foundries, with their huge capital investments at risk, can't be too happy about paying what will amount to something between a chunk of and all of their profits to rambus which has almost no capital at risk, just gain at the expense of the memory fab companies. It'd be pretty galling.>

Yes, it is galling and that is part of the reason that most dram companies hate rambus with a passion.

But, business is business and intel is creating a market for drdrams and so almost every dram maker is now a drdram maker. But, also, the high price on drdrams is an opportunity for the dram makers too. So there is, to some degree, a rush on to get some of those high prices.
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