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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.94-2.5%1:45 PM EST

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To: ekid who wrote (66874)3/1/2001 8:52:52 PM
From: Glenda King  Read Replies (1) of 93625
 
Thanks to Theo1967 on Yahoo

From EE Times
by: theo1967 (31/M) 03/01/01 08:14 pm EST
Msg: 223974 of 223980

eetimes.com

...Richard Gordon, principal memory analyst at Dataquest Inc., said he believes RDRAMs will become the dominant memory architecture for desktops and that AMD will support an RDRAM architecture eventually.

"At this IDF, Intel was not wishy-washy about their support for Rambus. They came out and backed Rambus and said, 'We don't think DDR will fly in the mainstream desktop market,' " Gordon said. "Sure, they have a backup strategy with DDR; but for the first time in a while, they said, 'This [Rambus] is the deal.' "

At the IDF memory track, MacWilliams' remarks about DDR were "things that some people didn't want to hear," Gordon said. "But my reading of the situation is that the most important thing for Intel is the P4, and they are not going to let anything compromise that ramp. They will do anything they have to do to accomplish that, including rebates, investments in the DRAM vendors, whatever it takes."
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