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

To: dmf who wrote (115109)	10/29/2000 2:28:07 PM
From: Tony Viola	Read Replies (6) \| Respond to of 186894

dmf, Intel didn't put the "A" engineering team on the initial Rambus evaluation. They put the "D" team on it (or none at all). In any event, management strongly committed to it, started implementing chipsets with it, and the many problems surfaced. All the while, they found no easy way to get out of the embarassing situation. Finally, the shaky Rambus interface (both sides, Intel and Rambus, who knows who was most at fault), high price of Rambus DRAM, strong resistance to adopt Rambus by the DRAM makers of the world, and dislike of Rambus by Intel's customers, and the OEMs, forced Intel to come out saying Rambus is not the greatest thing since sliced bread. Personally, I think the "Rambus advantage" is way overblown, and definitely not worth the headaches, both in the technology, and politically with the DRAM vendors and the OEMs. The advances in cache memory and impending DRAM on chip make Rambus a don't care. Intel doesn't need them. Tony

To: dmf who wrote (115109)	10/29/2000 3:37:24 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

dmf - Re: "Seems as if the biggest problem is that Intel has lost credibility with the industry as well as consumers and investors. " They sure have -for many reasons that have already been discussed - besides just RAMBUS. Intel will either continue to stumble - or start executing better. The i815E success doesn't receive attention as an Intel success - but it marked the departure from a Rambus-centric memory focus - and next year, newer chip sets will hopefully complete the departure form RAMBUS dependency. Paul