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

To: Daniel Schuh who wrote (57759)	10/15/2000 6:31:04 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Daniel Schuh; My problem with Tenchusatsu is that he is supposed to be connected to the industry, "Chipset Validation Engineer", but he doesn't figure out that DDR is the next memory standard until after he sees a lot of motherboards demonstrated with DDR chipsets. You'd think that if he really were a cutting edge "Chipset Validation Engineer" he'd have a bit more visibility into the market. The room temp IQ moms and pops who ignore the trade press I can understand. But a chipset engineer who is clueless about what kind of chipsets are going to ship next year? I know that it is common in the industry to put the engineers who are a bit slower than normal into testing (which is an error, I think, as has been demonstrated with Intel's Camino, MTH, and 1.13GHz problems), but any engineer who read the trade press should have come to the same conclusions I did, and by no later than May. I use May, as that was when the memory industry told Intel what to do. It was so hilarious at the time, and so obviously a presage of the future, that I wrote a poem to commemorate it: May 17, 2000 The Rambus consortium did try to earn itself royalties high, and by market power make the industry cower, but Micron said "Eat scrap, and die!" "Solve your own problems, not mine. Our industry, it does just fine. We'll make our own parts, choose our own wafer starts, and let Rambus die on the vine." Twas then that Intel was to hear, That their yearly debacle was near. And the DDR summit caused their stomachs to plummet, and their steppers to tremble with fear. Intel asked for a meeting to talk, but the memory people did balk, cause the best of their crew worked on DDR-2, so they told Intel to go walk. Then RDRAM knew it had lost in its battle to reduce its cost, and the memory makers and other chip bakers were simply too big to be bossed. #reply-13730432 But for an engineer who works with chipsets, you'd think that the tea leaves would have been clear a year ago, when the Camino kept being delayed. I mean really, by early 2000, the majority of the memory industry had repeatedly stated that they were not going to reduce the price of RDRAM, and that it was going to be a niche product. Give me a break. How could anyone expect design engineers to keep putting it into new products with that kind of memory maker support? Who would spec a part where most of the suppliers told you that it was a bad idea? -- Carl