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

To: Tenchusatsu who wrote (45298)	6/20/2000 5:13:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Will someone print up a synopsis of the CNBC Tate interview for those of us who can't get to a T.V? See if he smiles this time.

To: Tenchusatsu who wrote (45298)	6/20/2000 5:19:00 PM
From: chic_hearne	Read Replies (2) \| Respond to of 93625

Re: What makes you think no one is going to buy Willamette just because of expensive RDRAM? If it's the fastest performer out there, I'm sure Intel can find "hundreds of thousands" of customers who will pay top dollar for such performance. And considering the size of the overall PC market, I don't think Intel will have any trouble finding such customers. Tench, My point exactly, many people willing to pay for performance. AMD should have something competetive, so no doubt some of these sales will get deflected to AMD because of high priced Rambus. Had Intel gone with the less expensive DDR, I think AMD would struggle to get sales in the top end. I think even you can agree on this? This is why I hope Intel stays with DRDRAM and AMD stays with DDR. AMD is the underdog and has to undercut Intel on a per processor basis. Intel going with DRDRAM removes this difference and should allow AMD to sell equally clocked processors for more, but have a lower total system cost. Even if DRDRAM really rocks, price is still a factor. chic