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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: zsteve who wrote (70418)	11/12/1999 8:55:00 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

Hi Steve: Loved the article. It provides a bit of vindication at this end. We have been saying that DDR is a much better technical bet than Rambus for many months now. Add in the fact that the DDR chips work with both high AND low performance micros, then factor in the fact that they can be produced for much lower manufacturing costs and one has to come to the same conclusion about RMBS as was our conclusion about Iridium,.....it is a dead duck and a superb short target. Of course, even in the face of this evidence, certain analysts will still "reiterate" that "Rambus will take fifty percent market share in 2000". (g) Questions re Intel: - This is the company that many analysts think has a "powerhouse research foundation" (a view not shared at this end). Intel provided cheques worth hundreds of millions of dollars to try to encourage a less-than-enthusiastic memory manufacturing group to get involved with Rambus. Most manufacturers told Intel bluntly that it didn't make sense. Intel was smart enough to acquire stock in most of these companies when they wrote the cheques and no doubt the company may well have profited by selling that stock to an unsuspecting public (Intel has made inordinate profit in the last few quarters through the sale of previously acquired stock, especially in internet companies). Has Intel maintained its public positive attitudes towards Rambus in order that it could at least recoup some of its costs through stock sales? Best, Earlie