Sam, Thanks for posting that informative article. Now we know what
sank the Stock Tuesday after the intel conference.
Now is perhaps the best time to get into rmbs since the stock came
Public.
Clearly all of the news that drove the stock recently has become visible. Namely, the effect of the Asian slowdown and , Intel modification to it's Road map.
H&Q say 100 in 10 more months, It may that 16 to 18 months, Heres
What scared people , (We on this tread knew this already but, now it's Official) :
"SAN JOSE, Calif. -- Surging sales of low-cost PCs coupled with the
financial hardships of Asian memory suppliers has extended the life of16-Mbit DRAMs and will slow the transition to Direct Rambus DRAMs,
according to officials at Intel Corp. and to memory suppliers at the
Intel Developers Conference in San Jose, Calif. on Tuesday".
This below, I think is news, it completely dismissed the rumor that the consortiums Second rate technology is being considered as a substitute for Rambus:
"But the company (intel) said there was no place in its road map for either double-data rate SDRAMs or SL-DRAMs.
"In the last six months, we've seen DRAM pressure continue and forces
leading to instability in the DRAM community," MacWilliams said to a
gathering of developers. "All this leads to an uncertainty. It also
means transitions are more difficult, and being able to invest in new
capital becomes difficult. "
It also shows that Intel understands the need to stay firm in their roadmap For partners to retain confidence and progress to be made.
With the amount of progress and commitment by industry made so far, and The unreplacable rambus technology, I believe that Industry/ Intel have passed the Point of no return on rambus implementation.
Again , I think all of the bad news is visible now and that the speculative rumors Can dissipate.
Nothing left ahead except surprise news about more progress towards sooner than Expected rambus implementation. Like Intels first Kiamia processors in April ( this
Is has already been announced). |
