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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST

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To: Dave B who wrote (39845)4/14/2000 8:48:00 PM
From: Daniel Schuh  Read Replies (3) of 93625
 
You guys are nuts. Intel, which in general has really good engineering, and specificly has in the past produced really good chipsets and memory controllers for their processors, is sucking air on Rambus. Or is the 820, long delayed and apparently still sort of glitchy, supposed to be a great success story in the Rambus world view?

AMD has barely been in the chipset business at all, for the Athlon it was a necessity that they produce something. If they wasted anything like the engineering manpower that Intel has no doubt dumped into Rambus support, AMD would be a very sick company.

Maybe if Rambus can get somebody to produce DRDRAM that costs something within a factor of 2 of what SDRAM costs, people will start taking it seriously as computer memory. Sorry, but that doesn't seem immanent. So meanwhile, Rambus will keep blowing smoke about how they got exclusive patent rights to DDR memory, when the rising/falling edge clocking technique predates the existence of the company. They're sure to gain a lot of respect and admiration with that tact.

Cheers, Dan.
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