Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: dumbmoney who wrote (30735)	9/26/1999 11:18:00 PM
From: grok	Read Replies (1) of 93625

RE: <I really wonder if Intel did full system-level performance simulations. Heck, they had to. I mean, you don't make a multi-billion$ decision based on some foils, right?> Of course, when they made the decision, late 1996, Direct Rdram wasn't even defined. That took something like another 9 months or so. But the decision had been made and the contract signed and all the press conferences held so it has been a continuous process of trying the justify the decision ever since. The big decision, which doesn't seem to get much attention, was when they decided to go bare with Camino, ie, not offer Camino with Sdram as well as Rdram. This was the really dumb decision. Maybe at that time their simulations had already told them that Rdram was a turkey so they didn't want to offer the Sdram choice to the market since they knew everyone would take it.

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