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

To: Bilow who wrote (49771)	8/14/2000 9:30:07 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; What is going on??? Another industry article about Rambus: Dump City for Rambus The girl you've been dating looks at you from across the table at an Italian restaurant. Her eyes have a serious, earnest cast. "I think we should see other people," she says calmly. ... This is a major change of tune for Intel, which as recently as February's Intel Developer Forum implied Rambus would be its mainstream DRAM technology for the future. With Intel being the only x86 vendor endorsing RDRAM, it seems unlikely that Rambus' high-speed memory technology will achieve the kind of dominance that once seemed inevitable. So what broke up this lovely couple that was so happy just a short time ago? Rambus seems to have been something of a fatal attraction for Intel: Many of the chip giant's problems in recent times—from the Camino delays to the massive board recall—are traceable back to its one-time sweetheart. Rambus also couldn't seem to get along with Intel's PC and memory friends (perhaps acquaintances is a better word). The PC crowd just couldn't seem to warm up to Rambus, with its technical challenges and its questionable performance benefits. The memory gang recoiled at its high manufacturing cost. ... However, make no mistake, right now Rambus is sitting alone in the Italian restaurant, trying to get up the energy to ask for the very expensive check. electronicnews.com -- Carl

To: Bilow who wrote (49771)	8/14/2000 9:55:44 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Re the Intel/RDRAM article this post links to: Intel's Roadmap Reveals Possible Rambus Contractual Conflicts. The article suggests why Intel chose to do business with Rambus back in '96. I should note that by posting this, I did not mean to suggest that I agreed with it. I think Intel's decision was simply due to a pincount problem, and had little to do with DRAM prices. In fact, DRAM prices have always gone through cycles, and I would think that Intel would have known that they would come down again. Instead, I think that Intel was afraid that pincount problems would be solved only by a new technology, and they chose Rambus over synk-link because Rambus gave them a hell of a deal. In short, Intel was unable to predict the remarkable drop in cost per pin of packages. -- Carl