Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (72358)	9/19/1999 8:48:00 PM
From: kash johal	Read Replies (2) of 1573116

Bill, Re:", I tend to agree with you about Intel executives not being caught in a positive feedback loop where their actions impact Rambus shares prices. One would hope they were well enough paid and ethical enough(fear of being caught stopping an action is indistinguishable from a highly ethical character stopping the same action). Their fear.ethics would tend to stop this. Of course offshore accounts could hide this...were their any reg 'S' or reg 'D' financings with Rambus? These by their nature are offshore financings and a common tactic is for US residents to buy the S and D shares via co-operating brokers via offshore accounts. Thus no fear of exposure and maximum ethical stress....some will fail." This bullshit idea that some intel executives made the rambus descision badsed on some personal financial shenanigans is crap. These executives are EXTREMELY well compensated and completely focussed on increasing Intels dominance. In addition this is an extremely well run company and the idea that some executives made a known bad descision for personal gain is outrageous. I am extremely critical of some of the crap that the Intel idiots post over here but I suggest your conspiracy theories on this issue to me rise to the same BS levels. I think Rambus on paper looked fantastic, it just the reality of speeds, yield, test, power issues have gotten in the way. In fact they have spent billions on pushing Rambus when you count their investments and behind the scenes promises to OEMS. It seems to me they will try to puish Rambus hard for one more quarter at intro in Q4 99. If it flops they will then push Pc133. The key will be market acceptance at the high end. It may become a MUST HAVE item like MMX or it could be a complete flop. Remember that MMX pentiums commanded several hundred dollar premiums many months after intro. In this case Intel will introduce Coppermines in $600 price range to keep high end DRDRAM pcs in $2-3K range. Which is sweet spot for high end machines. The market is very fickle and Intel has the resources to market the hell out of the coppermine/rambus combo. The OEMS will play along as they want anything that can increase top-line growth. The only roadblock will be the customer. And I believe that Rambus can still be a huge hit. regards, Kash

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