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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST
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To: jim kelley who wrote (59250)10/30/2000 11:20:06 PM
From: Dan3  Read Replies (2) of 93625
 
Re: Micron was quoting 8 weeks ...

3 days was what I read. It doesn't really matter though. There will certainly be a moderate supply of DDR systems shipped this quarter - possibly more DDR systems than RDRAM systems. Q1 of next year is when DDR goes high volume. By the end of next year, SDRAM will be obscure and RDRAM will be forgotten.

DDR is being strongly supported by the unprecedented partnership of Intel and AMD together with Micron and Samsung - and VIA and Hyundai and Infineon etc.

It's one thing to think that a technology might fail when part of the industry supports it and part of the industry opposes it. This is different. This is unanimous.

It's going to be an interesting future case study of business, ethics, and character. Rambus had a really terrific business going, backed to the hilt by Intel and supported by enough others that it seemed to be impossible that it could fail. But Rambus fantasized it would dominate the entire computer industry - and started issuing harsh orders and making large demands of every company in the business. It would seem that uncontrolled greed and overinflated ego can destroy even the most perfect of business plans.

too bad,

Dan
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