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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Cirruslvr who wrote (82251)	6/1/1999 12:04:00 AM
From: grok	Read Replies (1) of 186894

Re: <That doesn't look too good for RAMBUS if IBM is already working on a successor to DDR RAM.> Everyone has been well aware of the rambus-success-scenario: "Intel endorses it so the whole world converts and rambus is rich." The rambus-failure-scenario is: "Dram vendors hate having rambus forced down their throat so they band together and evolve a continuous set of dram improvements (sdram100, sdram133, ddr, ddrII, etc.) and each new evolution provides just enough improvement so drdram never gets enough traction." The rambus-failure-scenario has been a real dark horse but the shakiness of drdram deliveries by September and the IBM announcement has given it a boost lately. Maybe got it out of the sick ward.

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