Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: John Walliker who wrote (59114)	10/29/2000 2:47:52 PM
From: jim kelley	Read Replies (3) of 93625

I agree. There is no difference. I think the 820 was derated for product positioning reasons by product marketing at Intel. The use of an MTH was a bad idea from the beginning. If they had not derated the product and tried to go around the the RDRAM the 820 would have been a much bigger success IMO. This would have helped the RDRAM production ramp and brought prices down sooner. The recall of the 820 + MTH happened about the same time that Intel got noticed on DRAM and DDR memory and controller royalty issues( circa April). I wonder how this affected their decisions.

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