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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (111680)5/20/2000 7:49:00 PM
From: Gopher Broke  Read Replies (1) of 1583413
 
The memory in a PC costs as much as the processor. SDRAM is a commodity item and Intel gets no piece of the action. Intel wants a slice of every pie. Get everyone switched to RDRAM and Rambus becomes a big player. Intel then gets a big chunk of the memory action through ownership of Rambus.

I don't accept the counter argument about relative market cap of Rambus v Intel making Rambus insignificant in the big scheme. A company that owns the IPR on the worlds memory supply (assuming RDRAM takes over) is destined to become a huge player.

Makes sense to me. It was just a high risk gamble which Intel are about to lose in a big way.
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