Subsume..."to include in a rule, class, category, etc."
Sheesh, why can't they just say "dominate, control,conquer" rather than subsume. I don't even understand their use of it in context given the definition from my dictionary.
John, I was amazed by the shallowness demonstrated in the quote you presented. The author still does not get it. Intel wants Rambus. Intel always wanted Rambus. Intel wants Rambus more today than ever before. Intel will assist Rambus to succeed. While I had my doubts of the absolute truth of this statement last Fall as we all suffered through the 820 debacle, I realize in perfect 20/20 hindsight that nothing really changed during that period. When all the shit hit the fan Rambus kept quiet and worked with Intel through the damage control. And there was damage....look at Dell's 4th quarter earnings. Due to the slowness of the rollout and the problems with yield Intel was forced to publicly "accept" the reality of PC133. But after giving lip service to it, what does Intel do? Slides right back to a Rambus dominated roadmap for 2000, including exclusive support for Rambus in the Willamette product line. Now, you might ask: "Pomp, why would Intel do such a thing? They were burned before on the 820 by tying themselves too closely to Rambus. Logic would dictate that a company as smart as Intel would have learned from that mistake and hedged its bets on future processors." I would now reply: "Hey, a company as smart as Intel always learns from its mistakes. Its decision to go with a Rambus solution for its top line products in a do or die battle with AMD for bragging rights on who has the fastest chip in the West means only one thing.....Intel is convinced that Rambus cannot be a mistake and WASN'T a mistake the first time around with the 820. The 820 problems were not Rambus fault. Intel and Rambus have now been through the fires together resulting from that fiasco and they have grown closer together, if anything, as a result. The comments made at the developer's forum make it clearer than ever before that Intel wants Rambus to succeed, will back it as needed to ensure it does succeed and, lo and behold, the market has noticed! Plus, Intel is not an altruistic firm; it stands to net about 450 million bucks from its Rambus warrants. This might help persuade them to keep that support coming for a few quarters more at least".
Samsung has figured this out. Result? ....increased production of RDRAM. Micron has even figured it out. Result? Micron becomes "agnostic" on memory architecture. Dell has figured it out. Result...a solid marketing campaign touting Rambus capabilities backed by Intel support. The efficient marketplace has figured it out...Result. A 400% price increase since the proverbial light went on. The analysts? They haven't figured it out quite yet. Maybe Edelstone has, but I don't think anyone else. |
