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

To: Jim McMannis who wrote (143575)	9/17/2001 4:12:55 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

So answer my question? Why does Intel even need an agreement to use Rambus? Rambus should be begging and holding their breathe that Intel will use their technology. I have no idea but unlike you I assume Intel management must have a reason. The fact that it isn't clear to me isn't proof that they're morons. As I said before, with the advent of SMT it is clear that DRDRAM's shortcoming, latency, is now much less of an issue and it's strength, bandwidth is untarnished. FSB speeds will go up to 533MHz and I assume DRDRAM speeds will increase as well to keep it fed. This may not be of much significance on the desktop but it probably will mean a lot at the highend. Could it be that higher speed versions of DRDRAM mean a new set of patents and new licenses? EP

To: Jim McMannis who wrote (143575)	9/17/2001 5:03:12 PM
From: Win Smith	Read Replies (1) \| Respond to of 186894

Of course, there is only ancedotal evidence of this for now. That, and SEC filings. 4.9 Additional Intel Obligations. ---------------------------- (a) Intel will use its continuing best efforts in marketing, public relations, and engineering to make the Rambus-D DRAM the primary DRAM for PC main memory applications through December 31, 2002; and (b) Intel will communicate to the top (10) DRAM manufacturers, Intel's intention to support the Rambus-D Interface Technology in its integrated circuits for low end workstation, performance desktop, and basic PC platforms." sec.gov $10 million a quarter to get out of that one is actually a fairly good deal. What might and might not constitute "best effort" in an obvious lost cause would be subject to interpretation, though.