SI
SI
discoversearch

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 93.38+2.2%Jan 9 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: muzosi who wrote (58067)10/18/2000 7:43:56 PM
From: Bilow  Read Replies (2) of 93625
 
Hi all; Trade press picks up on Intel "mistake" and "very very" comments re Rambus. More on CEO comments:

Intel's Barrett calls Rambus alliance a mistake; Intel now looking at DDR
A spokesman for Intel, Santa Clara, Calif., said he believed the quotes to be accurate and representative of a viewpoint Barrett has held for about six months.

Analysts who had noted Intel's gradual steps away from Rambus were nevertheless shocked.

"I wondered if this would ever happen, and whether Intel would do it publicly," said analyst Bert McComas.
...
Intel failed to include a session on its future memory strategy at the Intel Developer Forum in August, leaving the company's chipset and memory policy the topic of rumors, product roadmaps, and back-room discussions.

Otellini's comments also potentially confirm a two-week-old report by Electronic Buyers' News. Several major DRAM producers and module makers have told EBN that they are shipping unbuffered DIMMs to Intel in large enough quantities to validate a DDR chipset.
...
In February, however, Intel executives at the Spring IDF tied the forthcoming Pentium 4 to the Direct Rambus memory architecture, claiming Intel's high-speed Pentium 4 would demand an equally high-performance memory architecture.

Over time, Intel backed away, responding to what analysts said were concerns over the high cost of Direct Rambus chips.

semibiznews.com

Same story, alternate headline:

Intel's Barrett reportedly calls Rambus decision "a mistake"
ebnews.com

-- Carl
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext