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

To: Dave B who wrote (29821)	9/18/1999 1:52:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <I'm not convinced that this was the original point you were trying to make -- I think this might be a fallback position for you.> Please reread post #29706 in which I say: "You may believe the Intel/Rambus PR machine but the people that actually buy dram don't believe it for a second. Sure, they respond to Intel's boot heel on their throat because they have no choice." Then reread post #29723 in which you make the <expletive deleted> argument that dram makers actually do have a choice about Rambus because they could use them to fertilize peanuts or something instead of attaching them to Intel chips. Then the Gang of Four start going wild about how AMD should have to offer core memory chip set support or something. Now what was the fall back position point????

To: Dave B who wrote (29821)	9/18/1999 2:01:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <If Intel actually offered a true choice Rambus would be nowhere because almost everyone would be taking the other choice Disagree, kind of. Even though Dan gave the wrong answer, he brought up a good point when he was discussing AMD. Intel doesn't have to offer alternatives -- Via and all the others can offer those alternatives. Via can bring out a chipset that support DDR DRAM for the PIII, and if performance is better, it will pick up more market share. And just as we saw with PC-133, Intel would probably react by doing the same. We'll just have to see what support is provided by all the chipset vendors. Intel doesn't have 100% share in this chipset market, as much as they'd like to.> Yes, exactly, you're catching on. There isn't much choice but there's a little choice. What's why you should keep your finger close to that sell button!