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

To: jim kelley who wrote (43573)	6/6/2000 12:02:00 PM
From: blake_paterson	Respond to of 93625

jim: Unfortunately, some knowledgeable posters on INTC board are also feeling the same way... Message 13835148 Of course, INTC is to blame for INTC's lousy execution, not RMBS. It is INTC's attempts to respond to the marketplace with SDRAM interim "solutions" that caused them to deviate from plan, lose focus and misfire. This in turn has hurt RDRAM production ramp-up, further increasing the pressure to delay RDRAM conversion. This is why I have perseverated on the issue of "mindshare." IMO, this isn't a battle of wiring layouts, peak vs. average latencies, overclocked benchmark testing, or whatever other B.S. Ali Baba, bilow, or the rest of the gang wish to peddle. Those issues were already addressed by INTC when they committed to RMBS. And it is not a battle for the design engineer's opinion, sitting in a cubicle, that the 'gang' purports to represent. This is a battle for the mindshare of decision makers at the memory manufacturers, the assemblers, the chip makers, the mobo makers, the box builders, and most of all, INTC. And it is also a battle for the guy that pays the bill (the Mom and Pop that makes the ultimate buying decision), who the "gang" loves to deride. And a desperate battle it appears to be, as suggested by the amount of organizing that has occurred, the existence of AMI2 and the CMP love fest. Carl's presence here (or is it Taiwan, or is it Dilbert's engineering cubicle in Austin, or is it...??) may be simply coincidence, but I doubt it. The people behind this are trying to convince INTC to bend to the ways of the commodity memory players, and while good companies will not be change sound business decisions based on the noise of shills, they will bend to "public pressure." INTC has already tried to do this, and shot itself and RMBS in the process, with its' interim solutions / mistakes. This is not for the faint of heart. OTOH, all INTC has to do is to show leadership, and execute according to its original plan. Production, availability and affordability will follow. All IMO, from an amateur. Back to my day job.... BP PS: I remain convinced that RMBS earnings will skyrocket in the coming 18 months, and remain a committed long with core and trading positions.