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URL:  https://boards.fool.com/i-remembered-just-after-i-posted-my-last-message-12804599.aspx

Subject:  Re: Moore on Rambus Date:  6/26/2000  9:03 PM
Author:  AereoPlain Number:  3182 of 8810

I remembered just after I posted my last message that Moore, Johnson, and Kippola said RMBS was a gorilla in the next-generation memory market as early as 1998 (see the revised GG, p. 135). This raises two questions:

1. Where was the tornado in 1998? There certainly was no tornado for RDRAM at that time. Were the authors convinced back then that RMBS' IP was going to cover SDRAM (the tornado for SDRAM was well under way at that time)?

2. Who made up the value chain for RDRAM back then? Intel alone?

In other words, how can you have a gorilla with no tornado and no value chain to speak of? Remember I'm speaking of 1998, not today. What am I missing here?

Jason
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