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

To: freeus who wrote (44124)	7/5/2001 10:32:45 AM
From: techreports	Read Replies (2) \| Respond to of 54805

Here's a post i wrote on the RMBS board over at fool boards.fool.com This isn't suppost to be a blind cheerleader post to pump morale, but lets be realistic. Intel controls the future. If they want to see RDRAM as the future, then that's it. Seriously, what the hell can Micron do. It can pump all the DDR it wants, but if Intel doesn't make it's processors work with DDR, then what's the point? Granted, the DDR advocates do have AMD. Yes i do know that Intel is planning on releasing a motherboard that works with DDR and SDRAM, but i'd expect this to be a pretty questionable product. I ask one question, what interest does Intel have in supporting DDR over RDRAM? -Intel could make millions if RDRAM becomes the standard -Intel has invested time and effort to get RDRAM to work with their processors, while AMD is no where. Why give up these lead? -Intel along with Samsung have invested billions. Will they change coarse now? -Intel & Rambus are partners -Then there is the fact that Intel believes RDRAM offers the best technology suited for the p4 and the future of microprocessors (i guess this is a point that could be disagreed with) I'm not saying it's a sure bet, but what does everyone else think. Am i being realistic or a blind cheerleader? I also was checking out IBM, Dell, Compaq, HP, and Gateway's websites seeing if they offered DDR and AMD computers. I knew Dell was an Intel only camp, but apparently, IBM only uses Intel as well. HP was the only one that used DDR in their systems. Looking at Compaq's site, i couldn't find computers that use AMD, however, i know Compaq has been a pro-AMD company in the past.