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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.04+1.8%Dec 3 3:59 PM EST
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To: Ibexx who wrote (7461)9/26/1998 1:56:00 AM
From: Alan Bell  Read Replies (1) of 93625
 
A while ago, this thread conjectured an interesting strategy that Intel might be following - it is likely that Intel's deal with Rmbs gives Intel a substantially lower processor royalties than its "competitors". This would put these competitors processors at a price disadvantage in the marketplace if they were to adopt rambus technology.

Possibly part 2 of that strategy is unfolding -

If Intel were then to try to cause the ram industry to move the majority of its production to rmbs and away from other ram technologies, the volume of non-rambus rams would decrease and their price would increase.

This would leave Intel's competitors with a difficult choice - have a system costing more because of rmbs royalties or have a system costing more because it was using "now" low-volume ram parts.

But maybe this is too convoluted for Intel.

-- Alan
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