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

To: Don Lloyd who wrote (75721)	2/12/2000 7:16:00 AM
From: Earlie	Respond to of 132070

Don: This is getting to be a real giggle. Thanks to AMD, the Taiwanese, and Paul Allen's adopted out in California, Intel can no longer force their desires on the industry. Intel's upcoming "road map" get-together will not be the love-in it used to be. Until they deliver product that can torch the upstarts, and until they start to demonstrate that they can meet the delivery targets relating to their wrinkled road maps, the industry is going to yawn. I also find it interesting that even now, one never reads analytical commentary that outlines the new, stark realities facing the box-builders and the implications of this for ANY of that industry's suppliers. Memory is typically 10% of box cost. The box builders will be loathe to see this escalate. How does one persuade the masses to buy boxes in which the RMBS memory cost alone is higher than a complete system employing standard memory chips, especially when the performance difference is not discernible? Then of course there is the small matter of persuading the memory manufacturers to build the RMBS chips, especially since those producers know that; - the required royalty payments would be painful - a large Japanese producer is already delivering "in quantity" to what they know is going to be, at best, a tiny market. - the costs to ramp up to produce RMBS chips are massive. - the yields suck. Now let's add in the suit. That little piece of cheese must have done wonders for Rambus' close and warm ties to its supposed future producers, especially given all those added legal costs that do nothing for their bottom lines. (g) Intel has also formed some very low profile alliances that tell me that their so-called "commitment" to RMBS is more "I love you tonight" than "marry me". (g) While this little stinker has more lives than a back alley cat, it is still a dud. In the end, a company has to produce revenues to survive. Best, Earlie