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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.84+3.1%9:43 AM EST
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To: gnuman who wrote (75506)7/10/2001 9:33:27 AM
From: NightOwl  Read Replies (1) of 93625
 
Careful GP,

You are getting dangerously close to replacing Scumbria on Estephen's List.<vbg>

Intel produces platforms that are specific to market segments. At spring IDF they showed four Desk Top segments for PIII/P4; Performance, Mainstream 1, 2 and 3. The segments are differentiated by price/peformance. DRDRAM is the "Performance" choice. The i845 is shown as the Mainstream 1 choice, and sharing Mainstream 2 and 3 with the i850.

Can you tell us which of these "Desk Top segments" is best served by the RMBS platform as opposed to the DDR platform? From the customer's perspective, i.e., forgetting INTC's marketing needs, I don't see it. If the quote from INTC is both accurate and honest, customers will be voting with their feet and departing the Bus.

RMBS is making a belated attempt to "segment" downward with the i4 silliness, but I will join RMBS counsel in "shocked surprise" if that frog ever leaps out of the frying pan. If Scumbria thinks the i845 will get killed wait 'til he sees what they do to the i4.<VBG>

This INTC notion of leading the memory market around by the "segment" was always been an INTC pipe dream. In the end there can be only one memory platform and it won't be RMBS.

0|0

P.S. Make that "one memory platform" for PC's. There's another platform for Com now and RMBS has already lost it.<g>

P.P.S. Here's your link: qdrsram.com
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