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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (120983)	7/26/2000 5:17:45 PM
From: richard surckla	Read Replies (1) \| Respond to of 1572644

tejek... Intel has not abandoned Rambus as you claim. The have just made a business decision to enter the low end market where they are losing market share to AMD. If the price of Rambus DRAMS had fallen faster then there would be no need for this action. In the meantime they will knock heads with AMD in the low end market until the price of Rambus DRAMS comes down... and the prices are continuing to drop. Intel never told Rambus that their memory would be exclusively used by them, only that their memory would be primary and that they would be looking at other alternatives. As the analysts sort this whole thing out I think you will see AMD take some big hits while Rambus goes on to make make new highs. Remember the PC market for Rambus was always assumed to be in the are of 30% to 35% of their revenues... that was before the patent royalties from their ownership of current memory technology. One more agreement to pay royalties from a major dram manufacturer will tell the story.