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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (61714)6/8/1999 5:53:00 PM
From: accountclosed  Respond to of 132070
 
lol



To: Earlie who wrote (61714)6/8/1999 6:27:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Earlie, Still using the old "Our American Cousin" comments? <g>



To: Earlie who wrote (61714)6/8/1999 7:16:00 PM
From: Don Lloyd  Read Replies (2) | Respond to of 132070
 
Earlie -

(...Somebody had better show the world how Rambus gets into cheap PCs...)

To try to play devil's advocate -

1. If Intel motherboards and chip sets were only to support Rambus, or if Intel were to offset the additional cost of the memory chips by discounting the combination of motherboards, chip sets and processors, then Rambus parts would be used to some degree.

2. The computer vendors only care about system cost and availability, and customer preferences. All computer components have dynamic variable pricing and availability (and profitability). None of these things are predictable to an adequate degree.

3. Unless there is an unexpected major technical glitch, Rambus parts will be shipped and sold in some quantity, at some price, at some time. Rambus will not achieve true monopoly pricing, or the royalty rates it might desire, but it's stock is highly likely to have a legitimate, non-zero value. It is not Iridium. OTOH, that price might be anywhere between $5 and $500, for all I know. -g-

4. The economics are different for RMBS and the actual memory chip producers. It is easy to imagine large (for RMBS) RMBS revenues and low capital costs at the same time that the memory chip producers are bleeding red ink.

Regards, Don



To: Earlie who wrote (61714)6/8/1999 7:25:00 PM
From: MileHigh  Respond to of 132070
 
Earlie,

You guys ought to create a new thread "RMBS DOA". I love to buy and sell road kill at a profit! <gg>

RE low end PC market...

. "The Timna raises the bar as far as what it would take to have alternative technologies from RDRAM," another engineer said. "If Intel's value-end PC only supports RDRAM next year, that makes it awfully hard to fight."


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