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To: Glenda King who wrote (5613)	8/30/1999 1:31:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

If they say no, Rambus is down the tubes. " No way is this going to happen. I think you are probably right, Glenda. However, that does not change the fact that Intel controls. The risk is there. It may be a small risk, but it could happen.

To: Glenda King who wrote (5613)	8/30/1999 1:54:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> Microprocessor speed doubles every 18 months. Memory has been the bottle-neck. MSFT programs are requiring more memory. I'm not an expert in this area, Glenda, since I sell legacy memory, not the new hot stuff. But, as I understand it, as of today there are no mpus that can take advantage of rdram's increased speed yet due to architecture. When they come out, it is still a question mark as to how they will be received, since they will be pricey and the PC is not the bottleneck for the Internet at the moment - the bandwidth supplied by the isp is the limiting factor. SO, in order for rdram to be a Tornado product, the bandwidth restrictions need to be solved on a large scale (cable or dsl) AND the new generation of mpus must receive wide acceptance. But, in the meantime, the large Asian memory manufacturers are rushing to develop other memory architecture approaches that will not require big royalty payments to Rambus. Imo, rmbs is not a no-brainer like qcom. Frank