Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: grok who wrote (29794)	9/17/1999 4:57:00 PM
From: Dave B	Read Replies (3) of 93625

KZ, I'm just trying to understand the logic behind your arguments. It sounds like you're saying now that a company has to offer every choice to its customers only if it's a large company. AMD, being a small company, doesn't have to offer choices. But that still doesn't fly. GM still doesn't have to offer me every possible color of car (or in the Rambus framework, every possible type of paint that could be applied to the outside of my car). United Airlines does not have to fly to every possible destination at any conceivable time I might want to fly. As the saying goes, what's good for the goose is good for the gander. If you want to contend that Intel has to offer all these choices, then it's hypocritical to say that AMD does not. And what cosmic law of nature says either one has to put together every possible combination of technologies? SDRAM and DDR are just 2 out of a universe of billions of technologies that Intel does not support. Why are these two so special? Educate me. How does your logic cut this issue so finely that it applies only to Intel and only to SDRAM and DDR? Thanks, Dave

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