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


To: grok who wrote (29706)9/16/1999 5:21:00 PM
From: pompsander  Read Replies (3) | Respond to of 93625
 
KZNerd : Of course Intel has their boot on the throat of the chipmakers and the OEMs. They are going to create a perception that Rambus is necessary. If you think that perception is not important in any of this business, I have to heartily disagree with you. Intel gets to define what works and what doesn't because that big dog is in charge. Many people on this thread are technically savvy and understand the strengths and weakneses of different technologies, but most IT people don't. And the general public, no way. If Intel and Dell tout RDRAM rather than DDR, and nobody picks up the DDR flag and hypes it, it WILL make a difference in the long run.

O.K. Rambus gets a bad rap for helping to delay Coppermine, etc. A bad rap with whom? Techies? Who cares! The chipmakers already are not happy with Rambus. The boxmakers are equivical at best. The public doesn't know the difference. There have to be viable alternatives for Intel to be held accountable for their actions. If Intel holds the whole world for ransom until it is ready to ship product it wants, how it wants, the only ones to stop them from doing so are AMD/Athlon (fading every day) and companies like VIA. Otherwise Intel gets to make all the rules and everyone can howl all they want..it won't matter. Perception is reality.



To: grok who wrote (29706)9/16/1999 6:18:00 PM
From: Glenda King  Respond to of 93625
 
<<Glenda will all insist on having Rambus in your next machines>>

Yeah baby...I will insist on the biggest baddest system that Dell
makes...has to have Intel inside...with lots of Rambus inside.

NOTHING BUT THE BEST for Glenda!!!



To: grok who wrote (29706)9/16/1999 8:48:00 PM
From: Dave B  Read Replies (2) | Respond to of 93625
 
Whoa, KZ, your anti-Intel, anti-marketing bias is showing, bud! <G>

<Sure, they respond to Intel's boot heel on their throat because they have no choice.>

I'm going to disagree with Pompsander and say that the memory manufacturers certainly do have a choice. In December 1996, Intel basically said "in the best interest of our customers, and in the interest of providing the best performance on our processors, we are planning on supporting RDRAM in the chipsets that we sell in the future". Any of the DRAM manufacturers could then say "I'm not going to build RDRAM". Intel would not, in their best Arnold Schwarznegger voice, respond "well, then, I must crush you" and try to drive them out of business. They'd say "that's fine, that's your choice. We'll just go get others to make RDRAM." And off they would go. In the end, they'd find other manufacturers who would be happy to make RDRAM because most of them would recognize that there's an opportunity to sell products there. Maybe they'd even give them some seed capital to help defray the costs. Meanwhile, the vendors who decided not to build RDRAM could continue building SDRAM, DDR DRAM, VC DRAM, whatever they wanted. And sell it to AMD customers, or whoever wants SDRAM or DDR DRAM or VC DRAM. Intel would not try to destroy them. In fact, not all memory manufacturers have signed on to make RDRAM at this point -- do you think that Intel is taking active steps to drive them out of business? It's simply a market opportunity, and the manufacturers can decide to take advantage of it or not. They certainly do have a choice.

Sony and Nintendo are both going to use only RDRAM in their products. Do they also have their heels on the necks of the DRAM manufacturers? Why not? They've offered no choice to the memory manufacturers either.

If the GX200 and GX300 pages that were posted accidentally by Dell are correct, the GX200 and GX300 will support only RDRAM. Does Dell have its heel on the neck of computer buyers?

GM doesn't offer a purplish-pink car with green stripes that I can buy. Do they have their heel on my neck?

Intel simply said that they'd be supporting RDRAM in their systems. Memory vendors can then decide whether or not they want to offer RDRAM memory products to the Intel customers. But Intel would not destroy them for not offering RDRAM.

In fact, over the next several months Rambus will be really lucky if they don't get a stigma attached to them for one or more of the following:

1. Limiting the shipments of Coppermine PCs due to Rdram shortages because of low yield or lack of testers.
2. Limiting the shipments of Coppermine PCs because of PC manufacturing problems due to Rdrams not being ready for mass production.
3. Being shown to have very small performance improvement for much more money.


There are always risks. I've said before that if RDRAM does not live up to its promises for Intel's processor roadmap, then Intel will probably drop it. The last thing they are is suicidal. The PC-133 announcement showed that. I suspect that they have meetings every other day to evaluate RDRAM performance not only against SDRAM, DDR DRAM, and VC DRAM, but probably some other forms of memory that we haven't even heard of yet.

But keep in mind that Intel is looking a lot farther down the road than you and I are.

Dave



To: grok who wrote (29706)9/17/1999 3:11:00 PM
From: RetiredNow  Respond to of 93625
 
Isn't it sad that a company has to put its heel on the industry's throat so that consumers can be driving cars instead of riding horses?