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

To: Dave B who wrote (30224)	9/23/1999 1:15:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <'Fess up, uncle. Is your real name Brian Dipert? > Or Brian Dilbert?

To: Dave B who wrote (30224)	9/23/1999 5:36:00 AM
From: unclewest	Respond to of 93625

<I shake my head every time I see an analyst predicting that Direct RDRAM (DRDRAM) will never penetrate the low end of the PC market. With all its money, Intel has the luxury of investing for the long-term. Anyone who restricts DRDRAM to a high-end niche needs to refocus his binoculars or polish his crystal ball. After years of development effort by thousands of engineers spending millions if not billions of dollars, I struggle to imagine a scenario in which DRDRAM will be unsuccessful. Non-PC platforms, such as Sony's upcoming Playstation 2, will only increase the probability of DRDRAM's acceptance. Most of the companies criticizing Rambus are behind schedule in their own DRDRAM programs or are understating their yields, to deceive their competition or extract the maximum profit margin from their customers. Yield, which translates to cost, will fix itself in a process generation or two or with a few design tweaks. You heard the same grumbling during the EDO-to-SDRAM transition years ago. Similarly, many critics of integrated graphics have just not yet secured their own partnerships with core-logic and CPU vendors. dave, i am shocked by this article. not because of the content. because it is written by the editor and published by a news organization that has been the source of incorrect rambus information and has seemed to be biased against rmbs and supportive of bert in the past. i particularly enjoyed this paragraph... Be careful when you hear someone bad-mouthing a new technology. Dig a little to find out what vested interests they might have in ensuring that this approach doesn't succeed. Disparaging Intel, Microsoft, and Rambus is very fashionable these days, and many people in the editorial community are taking the easy way out by doing it. this editor is actually taking it to his own professional colleagues for copping out on rambus. he is even hinting strongly that some reporters may be being paid or have some kind of financial interest motivating the attacks on rambus. i respect men who work hard and accomplish much. i admire men who while doing that, admit their mistakes, correct them, and drive on. congratulations to ednmag for a fine article that tells it like it is. unclewest