Hi Gene Parrott; Intel can't move in a direction that the memory makers will not support (i.e. RDRAM). I would guess that Intel is contractually prevented from saying that they are going to support DDR in mainstream applications, so they are just going to be quiet.
That said, my gut goes with Zeev. I think that something is up very positive for RMBS, the stock. Of course, I still think RDRAM, the technology is dead, but Rambus could have another licensing deal to be announced soon. People who are short this stock have considerably bigger (*** insert slang word here ***) than I have. I think it's probably time to be buying both calls and puts.
As far as the unnatural number of press articles, I think that is just a consequence of the memory story of the decade coming to it's natural conclusion, the death of RDRAM. Of course everybody is talking about it, and the lawsuits, David and Goliath VIA story, the "we're number two and we try harder" AMD story, the secret Intel deals with Rambus, and the memory maker apparent collusion just make it that much more interesting. This is going to make for some great non fiction books, I wonder who will write them.
-- Carl |
