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

To: RetiredNow who wrote (29575)	9/15/1999 9:03:00 PM
From: Dan3	Respond to of 93625

Re: if not, then DDR is relegated to being a niche product... I agree, as compelling as the cost/benefit argument for DDR is, if Intel is in a position to dictate chipset design, DDR will have a tough time. If AMD cannot produce large quantities of Athlons by the end of Q1, Intel will be in a postition to do pretty much whatever it wants. If AMD can produce reasonable volumes of Athlons at competitive speeds, then Intel won't be in a position to dictate memory types and the memory fabs and motherboard manufacturers - according to various published reports - have been resisting Rambus because its larger die size results in smaller yields per wafer and, of course, they hate paying royalties. In this case Rambus is a lot less likely to do very well. Dan