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

To: pompsander who wrote (29710)	9/16/1999 5:50:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 93625

pompsander...INTC had to take the lead and force a standard that would be ready before 800MHZ machines are on the market. That's the point where current memory would become a bottleneck in performance. If INTC did not force the issue we would all be sitting around today with NO SOLUTION. Next year we will have 1,000 MHZ/ 1 GHZ machines. In 2002 we will have 2 GHZ machines and by 2004 we can expect 3-4 GHZ machines. So if no solution were available by Y2K..INTC would be the one to suffer with the ability to build faster chips that were unable to perform to their ability due to slow memory. INTC and RMBS have met the goal...now were seeing some memory producers moving faster than some others. But I expect them all to gear up in the next 6-9 months.

To: pompsander who wrote (29710)	9/16/1999 9:03:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: A bad rap with whom? A bad rap with anyone within Intel - and I'm certain there are some - who put their credibility on the line by claiming that a Rambus only strategy was the way to go. Now they may be looking like fools. It may have given AMD a huge opportunity that otherwise wouldn't have existed. If AMD is able to return to profitability - and become more serious competition for Intel - because rambus delays leave Coppermine unable to fill orders for high end PCs, you can bet that there will be people at Intel who won't want to give Rambus any additional support, if not actively work against it. Dan

To: pompsander who wrote (29710)	9/16/1999 11:05:00 PM
From: grok	Respond to of 93625

RE: <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.> Yes, pompsander, the perception that Intel may actually crush their throat is very important. RE: <O.K. Rambus gets a bad rap for helping to delay Coppermine, etc. A bad rap with whom? Techies? Who cares!> How about with the IT folks who didn't get the computers they ordered? RE: <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.> You do seem to be catching on to what is actually happening.