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To: MileHigh who wrote (58410)	6/21/1998 4:44:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Mile, There is not enough information at this point to enable one see anything clearly. Naturally I speculate, but not loudly. Ibexx

To: MileHigh who wrote (58410)	6/21/1998 6:40:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

MH, re:RDRAM This person's view: Do you see Intel's investment in LG Semicon as one more substantive step in their endorsement of Rambus and RDRAM? Yes - but more far more commitment than just "endorsement". then this could explain why Intel would want to support them financially and share in potential profits!? Yes if Intel wanted to take over RMBS, why wouldn't they purchase outright? Intel has more foresight than that. RDRAM needs to be an open memory standard, and RAMBUS will serve as the intermediary standard holder - a requirement to assure ubiquitous adoption by all memory suppliers. And one more question you would want to ask: Why such a big deal - Why all this energy to drive RDRAM? Why doesn't Intel let the industry figure it out? I do not think the DRAM industry has any data or inclination to see the need to increase memory speed this rapidly. However RDRAM throughput is required to feed processor speeds over 700MHz. Now - Who do you suppose plans to have most of its product line at these speeds or better in two years. Jeff