Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gnuman who wrote (62042)	6/10/1999 10:52:00 PM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Gene, The fact that Intel will ram Rambus down everyone's throat is the main bull argument. Here are the problems I see with that: 1. Rambus is not the only solution. DDR is also available and cheaper to produce. 2. Intel is no longer a monopoly and, in fact, does not even own the top market share any more on consumer boxes. That makes their position much weaker. 3. The PC OEMs cannot raise prices. Period. So, it is likely that any given box with Rambus in it will sell for the same price as a box with SDRAM in it and somebody has to eat the difference. The OEMs and DRAM cos. don't seem to think that Intel will cut them a check every quarter. 4. Intel's most recent move to cram an idea nobody wanted was Burst Edo. That didn't work. 5. Cheaper, disposable, giveaway is the trend in the PC business. Cheaper servers is the trend in that business. Rambus is working from a mindset of a previous age. 6. The DRAM makers can't make money on Rambus and they know it, so they will fight its success behind the scenes. So, I appreciate the arguments, but I think there is a counter argument. And the main one is that overpriced boxes are a thing of the past and Rambus doesn't fit into the state of the pricing art. Perhaps it will someday, but I think it is more likely a stillbirth and that DDR simply takes all the business.