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

To: Dave B who wrote (29783)	9/17/1999 1:56:00 PM
From: pompsander	Respond to of 93625

Dave: I echo your post completely.

To: Dave B who wrote (29783)	9/17/1999 4:21:00 PM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <I wish, though, that we could separate the Intel vs AMD issues from the Rambus issues. AMD and Intel make the same types of decisions -- which type(s) of memory to support. Intel just didn't go your favored way while AMD did.> Actually Intel did go my favored way on the Rambus decision. My favored way at the time the decision was made. And my favored way in about 1988 or 89 when the eventual Rambus founders asked me if I thought that they should go ahead and found Rambus. It seemed like a great idea at that time. As a microprocessor designer it seemed like it would significantly improve several nasty problems that have always plagued CPU designers like pin count and granularity. It seemed like a no brainer then especially in light of the view that the dram industry was going brain dead and would be unable to continue the dram evolution on their own. It's only in the last year that I started to re-think this and only in about the last month that I've gone all the way to the other side and now believe that Rambus is a mistake that is only being held up by Intel's boot heel. Now this may well be enough to make it succeed but it is not as sure a success as it would be if there were true substance behind it.