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

To: Ibexx who wrote (7461)	9/26/1998 1:56:00 AM
From: Alan Bell	Read Replies (1) \| Respond to of 93625

A while ago, this thread conjectured an interesting strategy that Intel might be following - it is likely that Intel's deal with Rmbs gives Intel a substantially lower processor royalties than its "competitors". This would put these competitors processors at a price disadvantage in the marketplace if they were to adopt rambus technology. Possibly part 2 of that strategy is unfolding - If Intel were then to try to cause the ram industry to move the majority of its production to rmbs and away from other ram technologies, the volume of non-rambus rams would decrease and their price would increase. This would leave Intel's competitors with a difficult choice - have a system costing more because of rmbs royalties or have a system costing more because it was using "now" low-volume ram parts. But maybe this is too convoluted for Intel. -- Alan

To: Ibexx who wrote (7461)	9/26/1998 9:04:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

I have heard many mention on both RMBS and INTC threads that Intel would never take over RMBS because of DOJ issues. Would not the Intel investment into MU give credence to the thought on Intel's "invisible hand" theory of having too much control in the industry.? It goes like this, groups are already complaining that they need to pay RMBS royalties because the Mother Ship has deemed it to be the chosen one, and now Intel buys into MU to make sure there is no other sizeable DRAM manu to offer a competing standard.... Does this sound a little heavy handed? Yes, Intel might not admit to this, but it still could be the reason. MileHigh