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Technology Stocks : Intel Corporation (INTC)

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To: Jeff Fox who wrote (58466)	6/22/1998 3:44:00 PM
From: dougjn	Read Replies (2) of 186894

<<RDRAM will not become commodity status for many years. In the mean time there will be tight supplies requiring expert ramp up control to do it right. Big resource shift and big money doing the shifting. The companies that negotiate the ramp correctly will make good money off RDRAMS during the next five years.>> I have no idea how long it will take for the RDRAM market to become saturated, but I have no doubt but that you are right that the early producers of good working RDRAM silicon will make good money. Also, the architecture itself -- what Rambus is selling -- is protected IP (patents), and will not become a commodity. Ever, or for 17 years, which is forever. The implementations of RDRAM by the memory producers will I think largely become a commodity in time -- but you may know more about why that will be a slower than usual process than I do. Certainly it is a much bigger shift than the shift from 16mb to 64mb RAM. Doug

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