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To: jim kelley who wrote (115062)	10/28/2000 3:35:06 PM
From: hdl	Respond to of 186894

i was thinking before reading your post that amd may have a better leader than intel now has-as grove is no longer the man

To: jim kelley who wrote (115062)	10/28/2000 3:56:29 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

All the wrong decisions to go with Rambus were made with Grove at the helm, not Barrett. P4 should better anything AMD has, and be a much more cost effective and better performer without Rambus. How does it feel backing a company that is despised by both the AMD and Intel camps? Maybe Rambus can catch on with Sun.

To: jim kelley who wrote (115062)	10/28/2000 6:18:22 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Jim - Re: "If true, this is the best news I've heard in a while for Rambus. Higher royalties for DDR and DDR controllers and Rambus gets to keep its 4,000,000 shares in stock warrants." My fond hope is that Intel incorporates a "throw away' RDRAM controller - for GRAPHICS MEMORY - in their new chip sets - and squirrels around RAMBUS agreement - while DDR SDRAM is used in these same chip sets as the main CPU memory controller. Re:'Meanwhile, Intel loses marketshare to AMD because they can not differentiate their products from AMD's. " You are quite wrong here. Intel's dependence on RAMBUS for the first 9 months of the Pentium III Coppermine caused Intel to lose marketshare to AMD - and the new i815E/SDRAM chip set has helped get them on the road to regain that lost market share. As for differentiation, you are partially correct - the high price of RAMBUS memory - and its lack of performance enhancements - has differentiated Intel's products in a very NEGATIVE respect from AMD's. Customers want LOW PRICES and High PERFORMANCE - and RDRAM offered only HIGH PRICES with adequate performance. Paul