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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 99.25+1.2%11:19 AM EST

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To: Bilow who wrote (28674)9/3/1999 3:13:00 PM
From: Dave B  Read Replies (1) of 93625
 
Carl,

Hi KZNerd; The reason INTC went with RMBS are clear to me, having watched companies do this sort of thing from front row seats.

The sad fact is that when management gives technical instructions to their engineering staff they have to rely on luck rather than skill. What management should stick to doing, is making sure things are running smoothly, trying to find quality employees, and making sure that the employees they have are kept happy.


I won't deny that this happens in the industry, but do you work for Intel and have first hand knowledge that this happened in this case? Do you have a single internal Intel memo or report from the engineers that says "don't do this"? Do you have any idea at all who within Intel actually made this decision?

Or are you just assuming a load of BS, and presenting it as if that's what actually happened.

If the Intel engineers who had been involved in the decision had been truly unanimous in their disdain/dislike of RDRAM, it wouldn't have happened. Intel would have had plenty of time to jump on the SLDRAM or DDR bandwagon. In two years of development, the engineering folks would have had plenty of time to press their case. Or possibly even to "sabotage" the project (slow development, etc.). I've seen it done.

Don't believe for a second that the Intel engineering folks are united against Rambus. From what I've seen, the engineering folks at Intel have more say about product directions than most of the high-tech companies I've seen.

Incidentally, the Bears have never effectively answered the question "What do you know that the engineers at Intel, Dell, Compaq, Sony, etc. don't know?" The list of RDRAM wins is extensive. The list of DDR wins can probably be counted on one hand. This isn't just an Intel issue. Many, many other companies have agreed that RDRAM is the way to go. Many more than agreed that DDR is the way to go. Many more than agreed that SLDRAM was the way to go (forcing the SLDRAM consortium to shut down).

The argument that "I'm smarter than all the engineers at Intel, Dell, Compaq, et. al." doesn't carry any weight anymore. And the argument that all of the engineers at all of these other companies are repressed by an evil management team doesn't either.

Dave

p.s. Why are you still here? You have a wonderful new Rambus Bears thread where you can post all of your unfettered thoughts. Just curious.
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