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

To: Dan3 who wrote (46609)	7/6/2000 1:08:15 AM
From: Capitalist	Respond to of 93625

Just to clear up any confusion, the INTC-VIA settlement has no bearing on RDRAM whatsoever. I'm posting this just to clarify the misconception some of you have that this deal was favorable for RMBS. >While the settlement will clear up some of the static in the chipset market, disputes between the two companies could flare up again. Via is working on supporting a chipset that would be compatible with Double Data Rate (DDR) memory. Intel supports another technology, so-called Rambus-based memory for desktop PCs.< If anything, it could be a negative... <Again, Intel is without a chipset that supports the DDR SDRAM main memory that will be used by next-generation desktops -- while Via and rival IC makers are readying DDR-enabled core-logic components to work with Intel processors and the higher speed memory. Sources said now that Intel has settled its legal spat, the company might welcome Via and other chipset independents to tie their DDR-enabled products into Pentium III-based desktops. < It could mean that INTC is rethinking their "all-out support" for RDRAM, and playing both sides of the fence like any smart company would. Will be interesting to see Wall Street's reaction tomorrow... Looking forward to your comments/flames :) Cap