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

To: gnuman who wrote (46639)	7/6/2000 2:55:07 PM
From: sam	Read Replies (1) \| Respond to of 93625

Strategically, it seems there is no longer any need to "freeze out" DDR. RMBS/INTC seem content to make DDR a poor choice from a price plus performance perspective (as the licensing royalties will obviously add cost to DDR chips -- more so than the royalties charged on RDRAM). So it makes sense -- at least to me -- that INTC would be willing to bury part of the hatchet with VIA -- and allow for DDR on the desktop. How will this impact RMBS? May depend on what comes of the coming (imo only) RMBS/VIA litigation. That said, I wouldn't be surprised if some of those issues were already worked out in rough form during the INTC/VIA negotiations. Though who knows?

To: gnuman who wrote (46639)	7/6/2000 3:45:02 PM
From: Steve Lee	Read Replies (3) \| Respond to of 93625

Gene, Via & Semico have been saying there will be DDR chipsets for P3 systems for some time. Now you link to an article saying that there will be DDR chipsets for P3 systems and present it as "news". What gives? By the time DDR chipsets come out, P3 will be a legacy system anyway. The legacy SDRAM will/might be in DDR format while the new architecture used RDRAM. So what?