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

To: Dave B who wrote (28692)	9/3/1999 6:22:00 PM
From: Dave B	Respond to of 93625

And my response back... -------------------------- Sylvia, Thank you for getting back to me. I appreciate it. Please let me add a few comments to your responses. First, Intel isn't implementing Rambus technology more slowly than expected. It was expected that the 820 would come out 9/27 and Intel reiterated that that would still happen. Remember that Intel only makes the chipset - the DRAM manufacturers make the RDRAM chips. What has changed is that it appears that yields on the memory chips themselves are still low, so the availability of RDRAM chips is slower than expected. Intel is still very interested in moving everyone to RDRAM as quickly as financially feasible. To that end, they announced at the IDF that they were forming a council of 7 companies whose mission it was to look at getting the cost of RDRAM down and the yields up. Rambus has even agreed to not make changes to the RDRAM spec not approved by the council. This is a key point because Intel's support of RDRAM has not wavered, nor are they slowing anything down. Circumstances were forced upon them that may slow the adoption rate, but not because Intel wants it to happen. As for PC-133 support, the primary reason for adding that to the line-up is that Rambus memory was not going to be viable for low-end systems for several years and whereas Intel was planning to support PC-100 until it did, Via Technologies came out with PC-133 support in their chipset. So Intel has to respond with PC-133 support as well. But PC-133 SDRAM will replace PC-100, not RDRAM. As for the Reuters story, Rambus and the Intel/Rambus relationship have been misrepresented in the press in many different ways (a constant source of frustration for those of us invested in the company <G>). CNBC's David Faber still thinks they actually make the chips as well, the last time I heard him mention Rambus. As for the "comic" effect of some of your terms, I know from the Silicon Investor board that you also positioned it as humor for someone else that e-mailed you on the issue. Please keep in mind that yours is a business publication, not a humor magazine. Many (most?) people miss the humor, and take what you say literally. Extremisms and exaggerations shouldn't be a part of writing for Upside, representations of facts should be. Thanks again for getting back to me, and for taking the time to consider these points. Sincerely,