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

To: john dodson who wrote (21790)	6/6/1999 4:29:00 PM
From: MileHigh	Respond to of 93625

john, Nicely put, I think that is what we were trying to discuss. RMBS is and never will be a consumer focused company, but with a little marketing push they help educate the consumer to, perhaps, help "pull" the product through the system. Selling to the designers is a push strategy and it is the right one, a bit of pull might not hurt though...Similar to Intel... Regards, MileHigh

To: john dodson who wrote (21790)	6/6/1999 4:54:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

John, Great question, and I've been trying to figure out the answer before anyone asked it <G>. I can argue a couple of different positions, and these are probably the two strongest (but I don't know the exact answer why the PC vendors agreed to put the Intel Inside logo on their systems) -- a) Intel processors set the standard for microprocessors. Intel is trying to spread its own FUD by "implying" that you want the security of an Intel processor (your software may not run correctly if you don't use an Intel processor?). This campaign is definitely a security (FUD) issue versus a beneficial campaign (runs faster, etc.). Intel has to win the processor wars -- everything else is secondary. It's worth spending the money on a campaign of this nature. I don't think anyone is going to believe that your software won't run correctly if you have SDRAM, DDR DRAM, or PC-133 instead of DRDRAM in your computer. b) Intel actually sells products to the computer manufacturers and so they can give a co-op advertising discount for including the bug on the outside of the computer. Rambus doesn't actually sell anything to the PC manufacturers, so they'd actually have to pay them to put it on (none of them are going to do it for free, and they're certainly not going to pay Rambus to do it). We could certainly see the Rambus logo on PCs if Intel decides they want to promote the technology (Rambus doesn't have the muscle), which they may want to do if the competing camps get too strong. On the other hand, as someone pointed out already, VESA had a one year headstart on Intel's PCI spec (and lot's of PC vendors that supported it), and PCI still kicked it's butt. If Intel only puts DRDRAM sockets on their motherboards, and starts putting DRDRAM interfaces directly on the processor chips, then DRDRAM will win, plain and simple. Why would Intel spend hundreds of millions of dollars on a campaign when they can just make it happen by not supporting anything else? Just my guesses, Dave