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 (31881)	10/9/1999 7:18:00 PM
From: grok	Read Replies (1) of 93625

RE: <I have to ask myself why is Rambus so very important to Intel. Now it might be for the wrong reason or the right one, but rest assured there is a reason.> I have my theory and it cannot be proven and Intel would never agreed to it but I believe that it all came about in the summer of 1995 when Intel was searching for a way to increase demand for microprocessor performance and chose Video Games. I even think I know exactly where it started and another event that happened at the same time and place was that Sony and Toshiba came together and PlayStation II was born. I even unknowingly brought the people together myself causing these two events to follow. (At least maybe, But I may be having delusions.) But Intel decided that video games on PCs would cause so much demand for performance that they could keep charging 100% more for the last 5% performance that they provide. Then they decided that Unified Memory Architecture would be the best way to do it so they needed more bandwidth in the main memory. They looked around and saw the dram makers fat, dumb, and happy because they were in the last phase of the last dram shortage and prices were sky high and they only wanted to rack in the dough. (All that was soon to change and the shortage ended in Dec96 and 3.5 very lean years followed.) So they went to Rambus who promised high bandwidth at low pin count so they made their decision and worked out the contract and it became a done deal. However, they hadn't worked out Direct Rdram yet. That was all in the future. And it was harder than they thought! But a whole lot has changed since then. The dram makers went from FD&H to lean and hungry. Rambus has caused them to unify the evolution plan to PC133/DDR and start pushing it harder. Price per bit has plummeted to the point that Unified Memory Arch doesn't look so good. In fact, Graphics cards come with many, many megabytes of dram on them. Actually Rambus now looks like a really bad idea to force on the whole industry. But Intel made their decision and now they are determined to prove that it was the right decision no matter what. Therefore it is going to get very messy.

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