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


To: unclewest who wrote (29856)9/18/1999 9:58:00 PM
From: grok  Read Replies (1) | Respond to of 93625
 
RE: <would you agree that if motorola or sunw or amd or all three support rambus memory, it will deflate the rambus "only because of intel" theory? unclewest>

It is not a "only because of intel" theory. It is a "only because Intel doesn't allow a choice" theory. Look, divide the world into 3 scenarios:
1. Intel did not annoint Rambus
2. Intel annoints Rambus but supports sdram equally well giving a true choice
3. Intel annoints Rambus but does not allow a choice (except maybe a fake choice)

Only 3. gets Rambus to $2B.

Oh, and nice try with your trick question.