To: grok who wrote (29816 ) 9/18/1999 12:42:00 AM From: Dave B Read Replies (2) | Respond to
KZ,<(and this is the entire point that I've been trying to make): Rambus may not be a slamdunk, folks> <Who cares since this is a done deal so why not just go long rmbs and make millions.> <your horse didn't get to the front by running faster -- Intel tied it to the pace car> not select SLDRAM. Rambus won the big deals! They won Intel. They won Sony (which didn't have to pick RDRAM -- it's unrelated to Intel). They won Nintendo (same comment as for Sony). And on and on. Forget Intel for a second, one of the things that has impressed me about Rambus has been the ability to get the momentum rolling for their products. They've managed to work with some of the most advanced engineering companies in the world to get them to use their solution (which is why I find the "Rambus snookered everyone" argument rather silly). And following the winning of the big deals, they've worked hard to keep their customers (Intel, Sony, etc.) satisfied. One of Intel's concerns is the fragmentation of the standards -- Rambus worked with Intel to ensure that certification programs were in place. Intel is facing resistance by the manufacturers -- Rambus agrees to work with a group of the manufacturers to make RDRAM a more profitable solution for them. Rambus continues to do the right things at the right time to support it's customers.<If Intel actually offered a true choice Rambus would be nowhere because almost everyone would be taking the other choice> all the chipset vendors. Intel doesn't have 100% share in this chipset market, as much as they'd like to.
