Bilow, thanks for the detailed synopsis of all the bear arguments one could ever imagine for Intel and Rambus. However, a few points:
1. IMHO, Rambus is not designed for the low end machine, it is designed for higher end machines. Note Compaq's support of Rambus for their alpha series and Dell's support of Rambus as they move further and further into higher end servers. Thus, the premise of your first snippet is wrong to start off with.
2. The fact that SLDRAM is giving up is yet another testament to the success of Rambus technology, not the opposite.
3. As posted earlier, that article on PC133 DRAM is obviously biased, with information provided by the interested parties that are supporting this alternative. No basis at all in facts.
4. Regarding your comment on how stupid Intel is, well, with no disrespect intended, I would venture to be on Intel's side any day over someone on SI like you (or me). But, if you want to short Intel and Rambus, go ahead. However, I don't recommend it unless you're interested in just scalping a little in the short term.
Good luck. |
