To: Jdaasoc who wrote (25385 ) 7/20/1999 7:10:00 PM From: Dave B Respond to
Jd,However, Intel doesn't control Ram chip mfgs. and box makers to a point where they tell them this is what were making take it or leave it. Intel would be leaving much more then the current 10-15% on the table if they didn't counter PC133 solution with their own solution over the next 12 months. the strategic direction). And the incentive for the first one to cheat is very high -- more revenues and profits. A similar analysis applies to the box makers, focusing instead on the need by the leading manufacturers to look "cutting edge". Without RDRAM support, they look like laggards. Maybe HP and IBM would be happy with that, but I don't think Compaq and Dell would.almost to the point of saying take it or leave it. But they won't do that because, as you point out, it does open up their flank to the competition. Better to take the battle to them directly.
