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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (72346)9/19/1999 3:05:00 PM
From: Bill Jackson  Read Replies (3) of 1572960
 
Elmer, In theory rambus does work and the prototypes worked and there was a need for faster memory to merely keep up with the CPU speeds...so Intel took a calculated risk that it would all mesh when the time came. I think they did have an alternate plan in mind, just in case, but they downplayed it so as to avoid killing Rambus' stock price. This lends credence to the speculations about some higher ups holding Rambus shares or options etc as some have mentioned. We may never know the truth of that.
In any event publicly grooming a rambus escape path would have cut 50% of rambus' share price....this may happen?..but RAM prices have increased and that helps rambus by shrinking the differential....will the differential appear again?, as rambus is driven higher by the same ram shortages?
Remember the reasons Rambus costs more(apart from a royalty) is the greater difficulty in making them, that difficulty will remain and as other memory climbs will make them demand the equivalent margins and so rambus will climb with other ram. Countering this is the experience curve that tends to bring rambus down so they will not track perfectly, they will converge to a degree, but an absolute differerntial will remain, caused by the royalties and the extra fab and test steps.

Bill
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