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

To: Dave B who wrote (50728)	8/22/2000 1:48:46 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; About Rambus, from the CEO of AMD, reported by Tom: On Rambus, Mr. Sanders believes Intel's moves away from the intellectual property company is a "recognition of reality." In the presence of "real competition" from AMD, Intel cannot dictate to the market a more expensive standard that the market otherwise would reject, he claimed. Mr. Sanders stated that AMD is a market driven company as opposed to Intel who has traditionally followed the "this is what we're selling, this is what you are going to buy" mentality to use Mr. Sanders's words. Mr Sanders claimed that DDR SDRAM 1.2GHz Athlon systems available in Q4 will be a "world beating solution" while Rambus will languish in "a relatively small market share." tomshardware.com -- Carl P.S. You are right that Transmeta is going after a small percentage of the PC market, I don't know what percentage, though. Certainly if you've got an ultralight with all the performance of a laptop, you get 100% of the laptop market instead of 20%. My expectation is that the majority of the entire PC market eventually will be "ultralights". What we've got now are machines that are way too big for what they do. System on Chip will get these units down to pocket calculator size, eventually.