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

To: blake_paterson who wrote (41378)	5/5/2000 8:44:00 AM
From: jim kelley	Respond to of 93625

I guess the Intel is simply not listening to Carl. <G>

To: blake_paterson who wrote (41378)	5/5/2000 2:29:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi blake_paterson; Re my take on Gelsinger. He was demoted, mostly for his mismanagement of the Rambus/Camino fiasco. Full story at: #reply-13516797 . -- Carl P.S. And my "dead, dead, dead" comment applies to the design engineering community. Technology is dead when engineers quit designing it into new products. Everybody knows that EDO DRAM, for instance, is dead, but it is still being manufactured, put into products and sold. SDRAM isn't quite dead, but with DDR out, it is starting to get a little palid. One of the basic tasks of a design engineer is to ensure that he does not use parts that will be excessively expensive over the lifetime of the product. RDRAM has been excessively expensive up to now, but that is something that is supposed to decrease. On the other hand, 9 months have gone by and the technology is still amazingly expensive. Anyway, the worst thing that can happen to a memory design is that it gets wedded to a memory type that becomes obsolete or no longer supported during the production of the design. That can make memory costs sky rocket. This is the reason that the memory makers (and chipset makers like viatech.com ) have put out so many press releases announcing support for DDR. By doing so, they assure the rest of the industry that the chips will be fully supported for a full production run, that is, the next five years. This is noted in Micron's product road map, which talks quite a bit about DDR, but never seems to mention Rambus. Think about it. If you were the memory industry, and you wanted to kill RDRAM, what would you do? The simplest thing is to make sure that the prices stayed as high as possible, while at the same time assuring your customers (which are design engineers, not moms and pops), that DDR is the memory of the future. This is precisely what they have done. Intel has been beaten, and knows it. They are working on DDR designs as fast as they can, and will probably announce them when they are ready, say the second half of the year. Until then, Intel (and the lame duck Gelsinger), have to sell Rambus. When Intel has a product mix that includes both types, you will see them change their tune.