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Politics : Ask Michael Burke

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To: Steve Lee who wrote (76518)	2/25/2000 11:37:00 AM
From: Knighty Tin	Read Replies (1) of 132070

Steve, TA is superstition so I never use it. DDR is faster than Rambus and sells at about 1/4 the cost. Samsung owns the RDRAM market and these other cos. are just spending the money Intel used to bribe them. They are not really ramping up on their own nickles. Rambus is only useful for high end pcs, the kinds where the growth rate is sinking into the sea. It is way too expensive for low end, the kind with high unit growth. Intel has a huge investment in Rambus, one of the many reasons that AMD is handing them their head on a platter, stealing market share faster than any co. in history. However, even Intel did not include Rambus in next generation talks with the DRAM makers. All of the memory players have announced that they will not use Rambo in servers or workstations, leaving them a very small niche player. Even worse, a high cost niche player. Rambus is suing a DRAM maker, Hitachi, and the industry is backing Hitachi. They do not want to put money in the pocket of this potential profit killing co. The high end business pc market is deader than a doornail.

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