Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

3:59 PM EST

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To: Tom Gebing who wrote (13808)	1/18/1999 7:14:00 PM
From: Dave B	Read Replies (2) of 93625

Tom, It appears as if the DDR folks are not going quietly into the night. The key question now is: which processor vendors have agreed to support DDR DRAM. Without processor/motherboard support, it's going nowhere. My understanding is that Intel is by far the largest motherboard supplier and we know they're committed to Rambus. AMD and Cyrix might be tempted to switch if they saw some advantage in it, but there's no announcement yet, and AMD has said they're firmly committed to Rambus (despite the statement that "All the DDR building blocks are in place"). I'd say we need to be concerned if AMD and Cyrix announce support, and we'd need to bail if Intel said they were going to support it, but neither of those have happened yet and aren't likely. But the consortium is not giving up, it appears (does anyone have any idea who's really driving the consortium? -- usually these things fall apart if there's no strong personality pushing everyone). No worries yet. Dave B

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