Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: TST who wrote (31814)	10/8/1999 10:43:00 AM
From: grok	Read Replies (1) of 93625

RE: <Your assertions about Rambus & Intel are interesting, but lets for the sake of fairness take Intel out of the picture. Now I ask you, has Sony's engineers Or Nintendo's engineers or all the other non-Intel companies who have or will use Rambus Drams, been suckered.> My last post dealt with some of these issues. Rambus does look like a good choice for PSII. The Game market is one where the evolutionary process doesn't work. The reason is that Game software people write code that is not portable so you can't enhance the Game hardware over the life of the product. These products have four year life times so they've got to freeze the hardware for four years. SInce DDR wasn't available they could not have used it. Also, PSII is just about the best possible use for Rambus with granularity and high bandwidth requirements being very important. But I don't think that the entire PC industry should be put through the wringer in order to build up volume for Sony. RE: <KZ is this really all about Intel, are there not many many other players here. Isn't there to much at stake for everyone to be forced by Intel to do something up to & including cutting their own throats? Does Intel really have that much power, so much in fact that companies up to & including Sony would jump on a sword when ordered? Are they blinded to information & facts that you know, but they do not?> The real controvercy comes about because Intel is trying to force Rambus on the entire PC industry. I have no problem with Intel deciding to support Rambus and offering chip set support. The entire issue comes down to one thing: "Intel is trying to force it on the industry." I wouldn't even be here making these posts if Intel had just offered Camino in two versions, one for Rdram and one for PC133. Let the best product win. That is the natural order of things.

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