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Re: Tenchu post# 18787

Tuesday, 07/05/2005 2:34:55 AM

Tuesday, July 05, 2005 2:34:55 AM

Post# of 151692
Tenchu,

I bring up Rambus because:

a) They are a company that resorted to lawsuits as their core technology failed to win in the marketplace.


AMD did not fail in the market place, despite the fact that it is:
1) facing much bigger competitor, much better capitilized
2) the bigger competitor is in fact a monopoly
3) the monopoly competitor is engaged in anticompetitive activities

Rambus failed mainly because it was more expensive, and its performance was gated by slow Piii bus, making purchase of Rambus based product a foolish waste of money.

b) The SI RMBS thread was full of passionate believers on both sides of the fence ... and the rhetoric got pretty extreme at times.

Ok, then Intel posters, on the other side are the ones making into a Rambus parallel. Without them, it would be only one sided "passion", which would make it unlike Rambus case

c) The DRAMurai who opposed Rambus didn't have a squeaky clean record of their own. In fact, the FTC even found them guilty of price-fixing. Did that help Rambus' case? No, but it sure did wonders for RMBS' volatility.

Don't forget that in your analogy, Intel is the Dramurai, and nobody (outside of a narrow group on this thread) is accusing Intel of being squeeky clean. OTOH, while AMD is squeeky clean, Rambus was not. Rambus undermined JEDEC process, and did not abide by the rule of JEDEC membership.

Bottom line is that I see lots of similarities here.

Well, I found as many or more dissimilarities as similarities.

Joe



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