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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 (43042)5/26/2000 6:00:00 PM
From: gnuman  Read Replies (3) of 93625
 
Dave B. re: Tom's conclusions.
If there's one thing I'm tired of seeing in the press and on the boards is the insinuation that Intel chose Rambus because of a sweetheart stock deal. "An offer they couldn't refuse".
(Seem's to me they also invested $100 Million in Samsung to help fund the infrastructure to build Rambus devices. And then there was Micron and I think Toshiba).
If Rambus were proprietary to Intel I could see some justification for the insinuations. But anyone can get a license.
It's clear to me these investments were to incentivise the production of Rambus chips for a series of new Intel products that were designed to use the devices.
I have no doubt Intel viewed the technology as required for their roadmap over the next few years. And the investment in the new products far exceeds any investment in Rambus. There are multi-billions of dollars at stake here. You don't bet the farm because of a potential few hundred million gains on an investment. That's peanuts in the scheme of things.
My concerns are the impact of DDR, the performance comparisons and the reaction of the memory chip industry. And I wonder about the timing. Subsequent to the decision AMD has come on as a viable contender in the performance area. We now have a situation where the world could divide into two camps. This will result in a series of performance shoot outs that Intel may not have anticipated. I suspect Intel evaluated both Rambus and DDR and concluded over the long haul Rambus would better support the roadmap. But in the interim will DDR be an effective competitor with support from the memory and chip set makers?
JMHO's
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