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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: Mani1 who started this subject11/2/2000 8:29:53 AM
From: stribe30Read Replies (1) of 275872
 
TOP TEN REASONS RAMBUS WILL SUE INTEL

A very interesting read:

Here's a snippet:

3. Intel will have to break its agreement with
Rambus or cede the entire motherboard
chipset market to Via.

Via is in the middle of an Oklahoma style
market share grab. They have already staked
their claim on PC133 and are moving rapidly
towards DDR. DDR is even more open to Via. .
Intel was upset with Via's progress with PC133
as well as their support for AMD. They gave
other reasons, but I really don't think PR spin
is as powerful in the post-Internet world. It is
difficult for journalists and PR staff to absorb
the paradigm as many, if not most, of the
average readers are more educated than the
writer on technical topics.

Intel's agreement with Rambus states that
Intel cannot make a DDR chipset unless
certain conditions are met, or until 2003. Why
is it that the image of the classic
Microsoft-IBM DOS deal come to mind? Intel
can either commit a material breach of
contract, or face extinction in the chipset
market. Even Intel will have a difficult time
selling poor performance at a higher price
(well, they are doing it now.) Intel needs DDR,
or it will be living in the lower-class
performance chipset arena for the foreseeable
future. Intel would hate to lose this leverage
over motherboard makers...

osopinion.com
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