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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (112036)	10/1/2000 10:17:52 PM
From: Jim McMannis	Respond to of 186894

John, RE:"JMM: Rambus will work and will be cost competitive within the next 6 mos. New techs. take a little time. How long have you been investing in technology? JFD " Oh about 16 years. If Rambus is so great why is everyone including Intel wishing it didn't exist? You might be right if Rambus was the next great mousetrap. It isn't. Like other computer technology there is a window of opportunity. Intel had planned on Rambus a year ago...thud. In the next few years RAM will supposedly be moving to embedded...from what I hear, Rambus will be fading. Sorry, RAMBUS is inherently more expensive than other types of RAM and not any faster on most everything. P4s slow ramp won't help either. Intel is so desparate to lower the cost of Rambus they are shipping a $50 and $20 with each Willy. Besides that Intel is working on the "Brookdale" a DDR/SDRAM chipset for you know what. The next iteration of Willamette will be able to use DDR or SDRAM. Timna bombed because RDRAM was too expensive...among other things. The X-box won't use Rambus. I guess Nintendo or Playstation does. At best Rambus will be a niche product 6 months from now. Intel will and already has suffered because of it. i820, i840, Timna...delayed i850. If it looks like a bust, quacks like a bust, walks like a bust...it's probably a bust. At least not mainstream, like Intel had hoped. OTOH, Rambus may be able to collect royalties on other forms of RAM and save themselves for a while... Their patents are very controversial at best. Apparently when you join JEDEC, you have to sign a contract that you won't patent the standards discussed there. Funny thing is that RAMBUS "supposedly" had some backdoor patenting going on about the time they faded from the JEDEC meetings. On top of that their patents are reportedly very broad. So they snuck in and became a Lawyer driven company. Rambus investors are similar to ambulance chasers. Hey, no judgement call here but who needs it... Jim