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

To: Bilow who wrote (68576)	3/20/2001 3:03:45 PM
From: jim kelley	Respond to of 93625

You are qualified to run Intel? You are qualified to interpret legal opinions of the judge? You are qualified to make interpretations of patents? You know more about memory architecture than anyone else? You feel qualified to render moral and social judgements on greed about Samsnung, Rambus and Intel? Your arrogance is astounding considering that you have a job as a propaganda hack for Team DDR.

To: Bilow who wrote (68576)	3/21/2001 12:45:20 AM
From: NightOwl	Respond to of 93625

Evening Carl, I am quitting early tonight before I get too paranoid. But I have to give it one more shot: 1) No I haven't seen Samsung's repetitiveness in PR, but I am certain that they are NOT concerned about getting word out on their "FRAM" production and can only assume that its related to the death throws of DRDRAM. They say the limbs start twitching as rigor mortis sets in.<vbg> 2) I have no doubt that there has been mismanagement and greed. But the missteps involved seem a little excessive as a reaction to the option deal alone. They could have bought the entire company and they held the keys to the market - all three sets - CPU's, Chips, Boxes. Moreover where else could RMBS have gone for that kind of support? The one and only thing that RMBS had to offer that I can "see" which INTC could have "wanted" badly enough to have forked over their freedom to choose for an exceedingly long time in this business, was the chance of control over the DRAMURAI. As best I can recall in 90/93, the Dramurai were the only folks left with a set of keys of their own. Granted it only opened a seldom used side entrance but it was admittance none the less.<vbg> And my question, given the origins of INTC's acquisition of its very first set of keys and the rest of the forgoing, is simply this. IF it were true that it was this "control" that was fueling the greed, which enabled the mismanagement; what would INTC have done to assure that it would get that result before giving up its freedom to choose? Perhaps its true that they went no further than falling in love with the "multiplexed bus." And if it were just a matter of the 10 million investment I would certainly buy that denouement. No questions asked. But they gave much more. A) They hooked their future and that of their bread and butter CPU to this "multiplexed bus"; and B) At the very same time gave aid and assistance to the birth of SDRAM, the then sworn enemy of this "multiplexed bus" to which they were then secretly affixed. This would not be mismanagement as much as management against your own interests. But it would make sense if management knew that if SDRAM somehow survived and out price/performed RDRAM and then DRDRAM, there was a plan to bring it "all in the family." I know that there was the famous "we will not support PC-133" declaration. But as I recall the pitiable improvement between performance of PC-66 and PC-100, it wasn't worth cracking the case for an upgrade insert. So what am I missing here. What marketing edge could INTC have possibly lost to the then inferior AMD/CYRIX/Power PC competition to make supporting the other guy's PC-100 worthwhile? And if this wild eyed speculation is indeed off the screen,... when is INTC filing suit?<vbg> 3) What is MU looking for at INTC? <vbg> 0\|0