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

To: Dan3 who wrote (28407)	9/2/1999 12:26:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Dan, Remember that for a long time Intel firmly stated that PC133 would not be adopted, then it was "being evaluated" then it was brought into the roadmap. Which I explained in the message as a competitive response to Via: "Personally, I believe PC-133 support only happened because of Via's attack on their chipset market. If Via hadn't supported PC-133, then Intel would have told the OEM's that the choices were PC-100 or RDRAM, as they have been doing until a month ago or so. Which tells me that PC-133 isn't a RDRAM replacement, it's a PC-100 replacement so that Intel can protect its turf." Do you seriously believe that if Via hadn't brought out a PC-133 chipset Intel still would have supported PC-133? We'll never know, but I think Intel would have convinced OEMs that PC-100 was "good enough" for the low-end until RDRAM prices dropped and chipset support was provided for the low-end PCs. But now they have to replace PC-100 with PC-133 to remain competitive in the low-end space, which really doesn't affect Rambus much. Do you really think that Dell and Compaq are going to say "Well, I was going to put RDRAM in my high end systems instead of PC-100, but now that PC-133 is here, I'll use that instead"? I don't think so. As for your statement that: DDR may be next: Maybe. Maybe not. Maybe if Via announces a DDR chipset Intel might have to build one as well. But if Via is going to do it, they'd better be quick, because as we heard yesterday, there's now a DRAM mfr. council whose mission is to get the cost of RDRAM down quickly. Like I said, spin is an interesting beast. Every story has (at least) 2 sides. Dave