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 (31879)	10/9/1999 6:57:00 PM
From: grok	Read Replies (2) of 93625

RE: <Now I might be off here, but it sounds like your against Intel\Rambus planning for the future of the PC industry. But KC isn't someone always planning for the PC industry? If it were not these guys surely some other companies would be & in fact are. It sounds so dark.> The great thing about the PC industry is that everyone is planning and fighting it out to succeed with their plans. The whole turns out to be greater than the sum of the parts and it evolves in ways that usually improve things for everyone. The hard drive people are maniacs in competing with each other but they keep bring the price per megabyte lower and lower. The same has been true of the dram makers. However, now they have "help" from Intel. Watch out! RE: <But, what if they succeed? You know KZ it might actually help everyone to solve this decades old memory problem. A perfect solution, hardly. Improvement not perfection, right!> You'll have to explain this decades old memory problem to me. In the last 30 years the dram industry has brought the price from $0.01 per bit to $0.0000001 per bit. They've been doing their job and can continue to do it by moving from PC100 to PC133 to DDR200 to DDR266 and on to DDR-II, etc while maintaining the lowest possible price per bit. However, all that is now threatened by Intel deciding to help the Dram makers out by forcing them to do Rambus. RE: <Maybe I just got what you are trying to say all wrong, but it sounded different today, it seemed as if you were concerned that Intel\Rambus might succeed.> I'm sure that Rambus will succeed in some areas like Games. They'll probably hang on in part of the PC business too and may find a PC niche. I wouldn't have any problem with any of this if Intel would just provide support for both memory types and let them fight it out. Maybe it would even cause one of the types to get better and then win. But just forcing Rambus on the PC world is a big mistake. RE: <But I need to watch my words too. I was wrong to come down on you so hard & for that I apologize. I wish you all the best in your new retirement & a much deserved rest I'm sure.> I sincerely thank you for that.

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