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


To: Judy who wrote (61723)6/8/1999 6:32:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Judy, Part of it was stock price. The other thing was the Intel bribes, which made me think something was rotten in Denmark. Then the delays, which allowed DDR to catch up.

Longer term, I see nothing in this co. The DRAM makers will produce DDR because it makes more sense to them than paying Rambus forever. Intel is no longer a monopoly and they will have to cave. The only way Rambus survives is through lowering royalties by a large percentage and by innovating beyond what DDR can deliver. I don't see much hope of either in the right amount. So, my target is in the 20s.