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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.25+2.1%3:59 PM EST
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To: Dave B who wrote (73234)5/18/2001 8:51:59 PM
From: Dan3  Read Replies (1) of 93625
 
Re: Except that you just (implicitly) said that the performance benefit for DDR is miniscule. It doesn't sound as if this is what they want/need.... The guys who want Intel already have their something new.

AMD was pushing DDR, and Intel was insisting on RDRAM.

After a fighting bitterly for nearly two years, Intel swallowed its pride, blushed a bright red, and threw in the towel. Intel has announced SDRAM and DDR chipsets for P4 and is franticly rushing them to market.

It's kind of like AMD going with SSE vs. their own 3DNow.

For anything other than the very short term. RDRAM is as dead as 3DNow.

Unless some miracle occurs, and Rambus manages to establish a supportable claim on SDRAM or DDR, the company is doomed.
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