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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (33877)10/29/2000 11:29:45 AM
From: Dan3  Read Replies (2) of 54805
 
Re: an engineer friend of mine at LSI Logic stated that he hated RDRAM, and so did most of the engineers there, but they "were forced" to work with it anyways

A lot has happened since then. The engineers were proven right and the managers that insisted on the use of Rambus were proven wrong - and some of those managers are now looking for new jobs. Those same engineers are now working with DDR.

It's not like marketing soft drinks. There is much more to a successful semiconductor product than perception and spin.

If a memory technology is unreliable and too expensive, it fails. And Rambus has failed.

And take a look at its chart - having failed as a product it's now failing as a stock.

Dan
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