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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: TST who wrote (23950)	6/29/1999 6:46:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

If Rambus production is really Micron's biggest R & D effort at the moment, then a couple of points can be deduced: 1. All the FUD from earlier this Spring was just the rantings of a company which had already accepted the need to commit to the technology but was mad as hell that it was being forced to do so, despite the Intel capital infusion. Rambus had already "won" by the time of the now-infamous cocktail party and Mr. Harmon might have been rubbing it in just a little. (still wish I could have been there). I can imagine Harmon pointing out that Micron had already made the commitment to Rambus, but refused admit it openly. Thereby the claim that Micron was not "supporting Rambus enough". Micron's sour comments after its quarterly earnings can now be read in the same context - Angry at Rambus for winning and forcing their retooling, and angry at the delayed rollout which cuts into their profits BECAUSE THEY KNEW THEY WERE AHEAD OF THEIR ANNOUNCED SCHEDULE FOR SHIPPING TEST CHIPS TO INTEL FOR VALIDATION. They were going to sneak up on the market and try to grab the limelight if Camino shipping had been earlier. Harmon would have liked Micron to announce their commitment earlier to help Rambus, Micron wanted to wait and outflank the Asian manufacturers. 2. Now, having announced the test chip shipment and the rampup for later this year, Micron states that RDRAM is its highest R & D priority. Know what? Always Was! But they lost the advantage and are now chasing Samsung and others. Watch them work to catch up. 3. with Micron firmly in the fold, VIA stymied and Intel continuing its complete support, Rambus has won the game. The above contains rumors, inuendo and supposition. It may not be quoted on CNBC without the author's express written permission.