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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Gopher Broke who wrote (111685)	5/22/2000 12:19:00 AM
From: Charles R	Respond to of 1583406

Gopher Broke, <I don't accept the counter argument about relative market cap of Rambus v Intel making Rambus insignificant in the big scheme. > I am not saying it is insignificant! I am saying the loss of opportunity and prestige because of RDRAM delays probably aren't worth the gains made through RMBS market cap appreciation. <A company that owns the IPR on the worlds memory supply (assuming RDRAM takes over) is destined to become a huge player.> This industry moves VERY fast. If RMBS does not win the case against DDR, RMBS IP may not be worth much. It is all about timing and RMBS clearly missed the opportunity twice. (Initially against PC133 and now against DDR.). Chuck