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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Glenda King who wrote (6009)	9/5/1999 12:38:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 54805

Glenda, it is so difficult...how is it that Samsung had a system up and running at the IDF. As to the poster spreading the rumor, IMO he is understandably biased against Intel. I am understandably biased for Intel, ask Frank, and, to me, the jury is still out on Rambus. The issues that are unresolved include performance vs. "legacy" type DRAM; chip size and cost (bigger, higher respectively for Rambus) vs. legacy; yields (getting good yields at the full 800 MHz target data rate); testability/testers; it goes on and on. Now, Intel themselves, who are huge backers of Rambus, are hedging their bets by also supporting PC133 memory. Another big piece of FUD, to me, is that the vast majority of DRAM production is in Japan, Korea and Taiwan. Very big companies over there, and if the Korean, or Japanese contingents were to get together and decide they're pissed over the royalties they need to pay Rambus, it could get ugly. They could bomb price on legacy type DRAM, making Rambus' performance gains (whatever it is) look awfully expensive. Too many questions, too many other great companies to invest in for me to buy Rambus. But, as I said, I'm a known Intel bigot. Tony