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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Ali Chen who wrote (42756)	5/17/2001 7:10:40 PM
From: EnricoPalazzo	Respond to of 54805

Recent remarks about Rambus made by Barrett, and the fact that Intel is preparing the Brookdale SDRAM chipset Here's the problem that I have. It is my opinion that Intel's words are often not to be trusted. This isn't because I think they're an evil company. It's more that I've noticed that they, more than any other company I know of (even MSFT...) manage to throw their competitors off guard by virtue of misleading public statements. It appears to me that INTC's actions have generally involved throwing a lot of support behind RDRAM, although I imagine that they're hedging their bets somewhat. Let me ask you a question: I'm going to try to do now what I should have been doing in the past--listen to the other side. Can you (or anyone else) tell me what is the single best source of objective, rational discussion (this could be a thread or an article or a website or a book) about the drawbacks of RDRAM, from a technical perspective (business perspective is fine too, but I think I have an OK handle on that). tia