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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.35+5.4%3:59 PM EST
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To: Dave B who wrote (51355)8/27/2000 10:21:27 AM
From: Dan3  Read Replies (1) of 93625
 
Re: Bilow initiated and posted a false rumor

Dave,

You might want to just let this one be. Intel's MTH was causing data corruption - speculation and rumor that this part would be replaced was inevitable.

But what has happened instead, is that Intel is moving away from Rambus - so they don't need a new MTH. That was a bit of a surprise to many.

Every time you re-post that string of links, you are reminding everyone that Carl's speculation about the program designed to help bring Rambus into the mainstream was wrong - instead of fixing it, they are dropping the program.

The MTH program was designed to allow Intel to saturate the market with Rambus capable boards, even though some of those boards would initially ship with SDRAM. Manufacturer's inventories were to support Rambus, even before Rambus was cost effective. The idea was that as soon as Rambus was available and competitively priced, systems that could use it would be waiting for it.

The MTH was what made such dual capable (RDRAM or SDRAM) systems possible. When the first MTH proved problematic, the assumption was that it would be replaced with a fixed part.

Instead Intel has dumped the whole "make the world safe for Rambus" program.

Carl thought Intel would stick with Rambus for a while (at least publicly), and replace the MTH. Instead, they surprised him by dumping it sooner than he expected.

And it's this fact that you keep reminding us all of.

Dan
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