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

To: John Stichnoth who wrote (33843)	11/4/1999 11:39:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

I love the volume today. Very good sign. One thing that gets a little lost in the Intel/Rambus debate (will Intel continue to support Rambus, will they abandon them, etc.) is that Intel has become so closely associated with Rambus (and vice versa), that it gives Intel tremendous leverage in determining directions Rambus takes and strategic moves Rambus chooses. Rambus will always remain responsive to Intel needs and concerns. Intel would not have this kind of leverage over any other "memory architecture",. I believe this was displayed in the 820 fiasco. It would appear from everything I have read that this was not a Rambus problem, but, maybe, an Intel problem. Anyway, look how the problem and its solution is being managed. Intel can control this process, not only with Rambus but with the OEMs, to its liking. This is a tremendous advantage for Intel in the months and years ahead as future designs and directions require integrating of strategies. As for the statements by Intel that it will support other memory architectures and respond to the customer wishes. Hey, you bet. But watch the timing and the promotion of any alternatives. so far I am less than awed by Intel's embrace of anything but Rambus. The rollout of the 820 will tell a lot. Right now the market says it is Rambus game to lose from here on out.