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

To: pompsander who wrote (24397)	7/9/1999 12:04:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 93625

>>If this was a "bribe" it implies that the company would not move that direction without the cash infusion. I don't believe that at all...but it certainly made the picture clearer and cleared the decks for retooling and moving up production timelines....all strong news for Rambus. << Pomp, Absolutely. This talk about Intel "bribing" chipmakers is laughable. Any cash infusion was remarkably bullish for RMBS. It's called putting your money where your mouth is and they were willing to do whatever it took to get the chipmakers up to speed so the transition to RDRAM could happen as soon as possible. bp

To: pompsander who wrote (24397)	7/9/1999 2:04:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 93625

pomp, i don't think it was a bribe. i was using the term extremely loosely. incentive is a better term. the tools to develop rdram are not all rdram specific. many tools can be used for other products too. micron made out like a bandit, imho. even if rdram doesn't sell chip #1. intel's game has always been to improve performance. the difference now is that powerful machines are so inexpensive that the bang of improved performance is not worth the buck for 90+% of the market. rdram will be incredibly expensive to start out. i'm not sure it can gain the momentum. it is useful and does have a place. i see that as 2%, + or -, of the market.