Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bilow who wrote (49771)	8/14/2000 9:55:44 PM
From: Bilow	Read Replies (1) of 93625

Hi all; Re the Intel/RDRAM article this post links to: Intel's Roadmap Reveals Possible Rambus Contractual Conflicts. The article suggests why Intel chose to do business with Rambus back in '96. I should note that by posting this, I did not mean to suggest that I agreed with it. I think Intel's decision was simply due to a pincount problem, and had little to do with DRAM prices. In fact, DRAM prices have always gone through cycles, and I would think that Intel would have known that they would come down again. Instead, I think that Intel was afraid that pincount problems would be solved only by a new technology, and they chose Rambus over synk-link because Rambus gave them a hell of a deal. In short, Intel was unable to predict the remarkable drop in cost per pin of packages. -- Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next