SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Elmer who wrote (72352)9/19/1999 7:43:00 PM
From: Bill Jackson  Read Replies (3) | Respond to of 1572952
 
Elmer, I tend to agree with you about Intel executives not being caught in a positive feedback loop where their actions impact Rambus shares prices. One would hope they were well enough paid and ethical enough(fear of being caught stopping an action is indistinguishable from a highly ethical character stopping the same action).
Their fear.ethics would tend to stop this. Of course offshore accounts could hide this...were their any reg 'S' or reg 'D' financings with Rambus? These by their nature are offshore financings and a common tactic is for US residents to buy the S and D shares via co-operating brokers via offshore accounts. Thus no fear of exposure and maximum ethical stress....some will fail.

I cannot believe that Intel was caught flat footed, the fallback to 100MHZ is a lame one, I agree, but how far along was 133 a year ago?. It may have been below the Intel hosirzon...If so they were indeed caught full of overconfidence when Rambus tripped and fell on it's face.

Many memory OEMs are going full speed ahead with rambus production and if they make it work and make it cheap and RAM rises to meet/pass Rambus memory it will be AMD with egg on face.
As you say, interesting times,
I hope AMD has made the right decisions and Rambus will be an albatross around the Intel nech, a tightly tied albatross, as in the noose gets tighter.

Bill