Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.71

+1.2%

Dec 30 3:59 PM EST

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To: Ian Anderson who wrote (47447)	7/18/2000 2:48:24 PM
From: jim kelley	Read Replies (1) of 93625

Yes, it is yet another FUD attack. Rambus has said that it would license DDR and SDRAM and has in fact already licensed at least Toshiba and Hitachi. So, I do not think Rambus is trying to hold DDR back. So Rambus would license Intel as well. DDR just has a lot problems and a short lifespan as PC desk top memory. However, if Intel were to push DDR at the expense of RDRAM it would perhaps miss its incentive objectives under the contract and lose its warrants and the possibility of a royalty free license. Everything is negotiable when you are in command of 80% of the PC market. The Intel licnese with VIA to permit DDR is classic Intel marketing. After all VIA has limited engineering resources. They can all work on the Intel support and drop AMD. <VBG> :)

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