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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: SisterMaryElephant who wrote (104364)	6/12/2000 5:12:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Steve, I can argue that the DRAM companies are the one's that have an agenda which is counter to consumer interest's. First, they must pay royalties... DRAM companies will not be paying royalties. The consumers will be paying the royalties. DRAM companies will just be collecting them. Joe

To: SisterMaryElephant who wrote (104364)	6/12/2000 5:21:00 PM
From: chic_hearne	Respond to of 186894

Re: It may be the DRAM manufacturers who are not doing their part on behalf of the consumer and are dragging their feet. IMO. Steve, I hope Intel management agrees with you on this point. Even better yet would be if they still cling to the belief that they can force Rambus on the memory makers. I'd like Intel to carry out this debacle at least throughout the rest of the year. chic

To: SisterMaryElephant who wrote (104364)	6/12/2000 7:37:00 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 186894

sk, it is my opinion. of course, i'm speaking in generalizations about the mass market. the dram mfrs want to do what they feel will maximize their return. if they felt end consumers would ante up for extra dollars over and above their extra operating expenses then they'd make rmbs head over heels. they don't. they see demand as being weak enough that the memory mfrs would eat the extra costs. if true, then the consumers are voting - not the dram mfrs. the dram guys are just doing what their customers are telling them. intel based performance hounds probably feel like the dram guys are cheating them somewhat. hey, IF rmbs worked, they'd be right ;-) but they are niche group. the general public wants higher performance at less cost and rmbs doesn't fit that bill. the dram mfrs understand this. well. btw, does intel's fastest processer outperform amd's fastest athlon?