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

To: gnuman who wrote (43589)	6/6/2000 6:05:00 PM
From: Bilow	Read Replies (5) \| Respond to of 93625

Hi Gene Parrott; This morning, I briefly visited Rambus fantasy land, (by invitation: #reply-13832889 , #reply-13834067 ), and it was so much fun that I decided to come back and set a spell every now and then. The paragraph that the RMBS bears are all worked up about is this one, from Zdnet: Intel, in a move it describes as the "best course of action," is now designing a new memory interface for the Timna chip and SDRAM. The company has decided that it will no longer support SDRAM on its 820 and 840 chip sets, a spokesman said Monday night. zdnet.com The bears would have you believe that this paragraph indicates that Intel is designing the RDRAM interface out of Timna and replacing it with an SDRAM interface. Nothing could be more ridiculous. Intel is simply announcing that they are going to have to design a new memory translator hub for Timna, and this will take them six months. It is just a coincidence that this happens to be about the time required to turn silicon a couple of times. The reason for holding back Timna for RDRAM purposes isn't because there isn't any cheap RDRAM to supply with it, it is instead being done to be fair to the SDRAM side. Intel and Rambus are upstanding companies that would never do anything that would even appear to be taking advantage of another firm. By the way, Intel is no longer supporting the MTH for the i840 and i820 because they've got promises from the memory makers to produce plenty of cheap RDRAM between now and the end of year, enough to fill all the needs of customers for those chips. Since there will no longer be an RDRAM shortage in the near future, there is no reason for Intel to continue supporting inefficient (and expensive) SDRAM with chipsets designed for RDRAM. And anyway, the SDRAM performance was terrible, why should Intel send chips to customers with bad performance? The bears say that there are 17 chipsets in development for DDR! What a joke! Intel can ship as many RDRAM systems as it needs to with just three chipsets. The massive division of effort at the companies making DDR chipsets is a sure sign that they are floundering around. And anyway, we know they're all in cahoots with each other. They're jealous of Rambus and Intel, companies that know how to do real engineering! The only reason Intel let 50% of the chipset market go to VIA, ALi and SiS is because the FTC was on to them. And that's the only reason they're letting AMD survive, too! Intel can take care of them whenever they want to. But the real story is the stock price. It's up 300% from last year! How could there be any real bad news? It's all just FUD. -- Carl