Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: The Prophet who wrote (33450)	10/31/1999 5:26:00 PM
From: RetiredNow	Read Replies (2) of 93625

Come on Prophet! When was the last time the market has been allowed to really adopt an alternative OS? 10 years? You are correct that AMD has provided some killer products recently such as the Athlon, but until recently AMD has been hopelessly behind and relegated to the niche of cheap ass computers. So you really thing there has been a choice other than WINTEL in the last 5 to 10 years? If you call choice, a market where 90% of the PC consuming population owns WINTEL, think again. I for one would love an alternative. Also, who do you think has been driving RDRAM adoption the last 5 years at least? You think the Dramurai have? Once again, think again. Intel has driven RDRAM against everyone's wishes. Dell and others of course blindly followed. The fortune of Dell has been made on the Wintel platform, so no surprise there. Look. What it boils down to is that I am not against powerful companies like Microsoft, Intel and Cisco driving the market to more and better de facto standards (open or not). In technology, it is critical that you have dominating companies like these in order to drive standards so that we all benefit. What I am against is a company driving the market to a better standard and then screwing up the execution. The losers in cases like this are you and me -- that's right, the stockholders. RDRAM had an incredible amount of momentum and Intel royally screwed it up. Now competing DRAMs have an opportunity to capitalize where no opportunity should have existed. Don't be naive in thinking the free market always allows for choice. In technology, that's just not always true.

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