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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.99+4.8%Jan 16 9:30 AM EST
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To: MileHigh who wrote (3591)4/10/1998 2:43:00 PM
From: MileHigh   of 93625
 
To Thread, I received this post from the Intel thread, I am trying to dig deeper into Rambus....Thought you might want to read....

MileHigh

To: MileHigh (52661 )
From: Paul Engel
Friday, Apr 10 1998 12:58PM ET
Reply # of 52687

MileHigh - Re;" Are Rambus and Intel hopelessly intertwined (due to Intels backing of
their technology) to the extent that if we see weakness in Intel we will see weakness in
Rambus??"

To some extent, yes.

Intel's endorsement of RAMBUS technology for their upcoming Merced (And
Katmai/Camino, I believe) processors has ignited a fire under the DRAM manufacturers
- to try and develop ALTERNATIVE DRAM architectures that match the RDRAM in
performance but ELIMINATE the ROYALTY payments required for RDRAM
devices to be paid to RAMBUS.

Basically, Intel has just accelerated the "fork in the road" where DRAM manufacturers
will adopt RAMBUS technology or go their own way.

Bear in mind that there is a lot of PRIDE at stake here. A little fabless company from
Silicon Valley came up with a Unique DRAM concept that immensely speeded up
DRAM performance after about 10 or 15 years of near flat performance from the
DRAM manufacturers.

So, Intel's success with Merced and the ability of DRAM makers to make
cost-effective RAMBUS devices - OR ALTERNATIVES - will hasten the day when
RAMBUS becomes a runaway success - or one of the many "could-have-been"
companies in the Valley.

Paul
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