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Technology Stocks : AMD/INTC/RMBS et ALL
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To: Bilow who wrote (188)3/26/2000 9:17:00 PM
From: NightOwl  Read Replies (1) of 271
 
Welcome back to SI posting Bilow,

I was more than pleased to see you posting on the RMBS Thread. And I'm sure I wasn't the only one.

It may be that your mail box has been inundated by "disgruntled pseudo Engineers" and I understand you're busy, but I was wondering if you have ever heard of a proposed memory called "OUM" being designed by ENER in which INTC has taken a recent interest?

I am not asking you to "research" the design or company. Only for any comments you may have if already familiar with it. I have invested in a competing firm (RMTR) and am considering spreading my risk.

My own view is that their design concept appears credible to a non EE, but that even if it comes to market its at least 5 years away rather than the 2 or 3 their PR suggests. Could this be the design behind INTC's activity in the DRAM Consortium discussions? I frankly don't see any other possibility for them. Unless one assumes capitulation is an option. If so I find it incredible that they would attempt to convince, let alone have a chance to actually convince, that group to agree to the future use of an as yet nonexistent memory chip in which INTC has an equity stake.

Perhaps even more intriguing are the implications of INTC's investment in this technology while publicly "supporting" a failed RMBS standard. Just how much money does the semi industry have to throw away on Star Wars "peak bandwidth" do dads? Will INTC itself have the credibility to do it after RMBS and AMD have left their marks?

But I'm rambling. Don't worry about a reply if you don't have time. The answers will come clear in time and I'm not going any where.
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