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: Ali Chen who wrote (40024)	4/15/2000 7:18:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Ali, Strangely, they freely talk about the non-yet-existent DDR-LDT chipset, why they wouldn't talk about any RDRAM chipset? Your logic evades me :) It's simple. AMD is not going to pre-announce anything at this time that would support Intel's position. Why throw your support behind the Intel-backed technology until you're ready to sell a solution that supports it as well? When AMD announces their chipset, it'll help convince the memory manufacturers that RDRAM is here to stay, they'll begin to build more, and the prices will come down. If they did that now, Intel would just sell more PIII/820/RDRAM systems. If they wait until their chipset is ready, then they can get some of the business as well. Does that help? I am also no fan of Rambus, and I say opposite... So what now? I'm more inclined to believe someone when they tell me something that does not support their own position. It tells me that they're probably more likely to be truthful even at their own expense. I admire that. Jim is clearly not a Rambus fan and yet he passed along some information that was detrimental to his position. Dave