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


To: RetiredNow who wrote (33447)10/31/1999 1:19:00 PM
From: TST  Read Replies (1) | Respond to of 93625
 
<IBM, Gateway, Compaq, Dell and all the rest wouldn't even be considering Rambus if it hadn't been for Intel declaring Rambus as the future.>

Okay Mindmeld then make the case it's not to the advantage of the aforementioned companies.




To: RetiredNow who wrote (33447)10/31/1999 1:47:00 PM
From: jwebtrade  Read Replies (1) | Respond to of 93625
 
You are sort of taking both sides here, unless your position is just that Rambus will fail.

<<let the market decide. That's what Intel should have done up front rather than shoving Rambus down everyone's throat. I think Rambus would have come out on top if Intel had done that. But now I think it is a little to late. Now the market resents Rambus. They will only use Rambus if they see no clear alternatives.>>

<<You think that Rambus is a consideration right now for any reason other than that Intel has shoved it down everyone's throat? You must be kidding. IBM, Gateway, Compaq, Dell and all the rest wouldn't even be considering Rambus if it hadn't been for Intel declaring Rambus as the future.>>

So you're argument is that Rambus is doomed to fail because Intel pushed it on the scene and wouldn't be here (thus failed) if Intel didn't push it. (I guess that's why you are in CSCO now.)

JW



To: RetiredNow who wrote (33447)10/31/1999 4:23:00 PM
From: The Prophet  Read Replies (2) | Respond to of 93625
 
It is apparent that you probably are not a native of a capitalist country. The concept of the "free market" includes the financial and market persuasion of powerful corporations. Only in rare instances, where there is overwhelming monopoly in an industry, do powerful companies simply obey a preference of a supplier. Here, AMD has offered a powerful alternative, and there are alternative chipset providers to INTC. The argument that the market has not been permitted to decide is weak.



To: RetiredNow who wrote (33447)10/31/1999 5:27:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
Mindmeld, <I suppose next you are going to tell me that Microsoft doesn't dictate which operating system we all use.>

I can go to Costco right now and buy an Athlon 700 system, the pinnacle of the so-called "Intel Outside" boxes. And that system will run virtually 100% of current and future PC software. Wouldn't it be nice if we could say the same about operating systems?

I think the pushing of a technology and the deprivation of a choice are two different things.

Tenchusatsu