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Technology Stocks : Intel Corporation (INTC)
INTC 35.94-5.1%Nov 13 3:59 PM EST
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To: The Prophet who wrote (82005)6/1/1999 6:51:00 PM
From: Tenchusatsu  Read Replies (2) of 186894
 
<IBM has decided to drop Rambus DRAM from its upcoming PC plans in favor of PC 133 SDRAM, and will be disengaging itself from the Rambus technology along multiple fronts including commitments by IBM Microelectronics to produce the devices, EN has learned from sources close to the company.>

I was away on a trip back to my alma mater over the weekend, so I hope you'll pardon me for such a late reply.

My first guess is that IBM is only dropping initial support of RDRAM because of the delays. In other words, they see no real reason to jump into RDRAM as aggressively as Intel is, and I can see why they think so. The performance advantages that RDRAM provides may not be all that great in the beginning, although they'll become greater a year or two after the introduction.

I personally believe, however, that Intel will succeed in driving RDRAM as the new defacto memory standard. Intel really is betting the farm on Rambus, and the detractors will be hard-pressed to demonstrate a viable alternative to RDRAM. PC133 is only a stop-gap solution, and DDR SDRAM has problems of its own.

Tenchusatsu

P.S. - RMBS is down over 10 points today. Looks like the buying opportunity I was looking for!
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