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: Scumbria who wrote (41265)	5/2/2000 3:24:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, Analysts can say what they want, but the designers who make choices based on price are the ones who will decide. Analysts have much more say than you seem to believe they do. They get quoted often in the press, and the "aura" of success they can provide a product is significant. Seems to me that we're back to pompsander's point that the anti-Rambus crowd thinks that this is just a technical issue when in fact it's very much more than that. Would you start a design around a memory type which costs at least 100% more than the industry standard? Many, many companies have and continue to. Dave

To: Scumbria who wrote (41265)	5/2/2000 3:33:00 PM
From: Ian Anderson	Read Replies (1) \| Respond to of 93625

It's my experience that in volume computer manufacturers, marketing decides on product strategy not engineering. If marketing decides Rambus will sell machines, the engineers will design Rambus machines, to the lowest cost they can with the feature set marketing dictates. The "an engineer wouldn't choose it" argument is completely spurious. Companies which make decisions based on engineering not marketing don't make much profit, and remain marginal players. Perhaps that's why AMD is still a chimp not a gorilla? Ian