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No. of Recommendations: 1
The big difference as I see it is:

This time RMBS is clearly across the Chasm, with a proven product. Many had multiple bad experiences on this baby since 1997, by investing too early.

Many on the Rambus board started accumulating shares AFTER the Jan 6 announcement of "Finally". There was certainly a lot of FUD about yields after that point, as well as Intel's committemnt.

Looking back, it seems that Intel had no real choice but to stay with RMBS. Recent problems with INTC chips that will only run with RMBS confirm this point.

IMO there is no stopping this baby now, short of some (heaven forbit RDRAM memory problem). A tornado appears on the horizon as the value chain is weighing in.

Again I point out I am long on Rambus and probably quite biased.
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