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

To: Mark Rosneck who wrote (5170)	6/27/1998 12:10:00 AM
From: Warren Hampton	Respond to of 93625

Great post Mark. Impressive technical references. RMBS still stinks.

To: Mark Rosneck who wrote (5170)	6/27/1998 2:32:00 AM
From: blrmkr	Read Replies (2) \| Respond to of 93625

Mark- Thanks for the effort... " Intel has already clearly described how they will incorporate a RAC into their next chip set called Casino" ==> You got the Ca_i_o right... " VIA chip sets are quite common on AMD motherboards." ==> That may be so, but these are just motherboards that AMD says their processor will work with. They are not manufactured by AMD, and neither is the chipset (as you pointed out). So I still see no way for Rambus to glean 4% from AMD or any other processor vendor, based on any information you have posted. Incidentally, I'm pretty sure that Intel is not subject to this royalty. I can't back this up at the moment, but I do remember reading it in a post about a year ago. ==> "is to become the recognized alternative to Intel for PC-centric core logic ICs." This really implies nothing about Via's plans for or against using Rambus technology in their chipsets. As I have said in a previous post, this information would be very useful. If they in fact do endorse RMBS, it would be more fuel for the fire. If they don't, well, competition is good! LD