Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: TST who wrote (31811)	10/8/1999 10:25:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <Again I ask you, are there many both within & out of Intel who disagree with you or is the secret inside Intel story that Rambus stinks?> There are many engineers who think that Rambus is great. Microprocessor engineers have always had to battle against pin count limitations and memory speed. This is why Intel annointed Rambus in the first place. This is why I thought it was great up to a year ago and was even an investor up to a month ago. Many engineers who have not looked closely into this situation assume (like most on this thread) that Rambus must be wonderful. Many of them who are planning a new super chip just automatically stick Rdram on their block diagram. Of course, they have really spent no time considering the cost or reliability implications of their choice. However, I do recognize that there probably are products like PSII or MAJC where Rambus may be a good choice. But PCs just aren't one of them. Gradually more and more engineers are coming to realize that and this trend will continue.