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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: kash johal who wrote (111876)9/29/2000 11:05:03 PM
From: Dan3  Read Replies (1) of 186894
 
Re: Rambus has been a DISASTER for the company.

Just for fun, I pulled up this blast from the past I wrote to our buddy Paul in August of 1999:

Sorry if the rambus issue seemed off the point, but it's what got me interested in the whole INTC / AMD story in the first place. I wouldn't expect AMD to maintain a clock for clock performance lead for long (if they attain one at all). But Rambus seems to have been something of a disappointment so far and if all current design efforts at INTC are based upon the expectation that Rambus will be the main available memory technology for the next several years, INTC could be forced to make minor to major changes in chipsets, motherboards,and processors. This would impact (not crush - impact) many aspects of the most profitable part of their business. I brought it up in the VIA discussion because it's the behavior of these two companies over the PC133 issue that leads me to think that there may be (may be - not is) a serious problem for INTC due to rambus right now.
Message 10764184

I know that you, Ali Chen, Scumbria, TWY, DRBES, Kapkan4u, and many others had already made similar observations. I think this problem has been pretty obvious (to everyone but Intel) for a long, long, time.

Regards,

Dan
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