PlatinumGold: So, you think that Intel doesn't make motherboards anymore? Care to explain this?:
http://www.intel.com/design/motherbd/index.htm?iid=prodinfo2+devmb&
or the 16 pages of intel boards on pricewatch?
You seem like a bright person. Intel makes a profit on any CPU it can sell for more than about $75. It's average selling price for CPUs last quarter was just under $200. It's average selling price for corelogic chipsets was about $40. Intel makes a very marginal profit on chipsets. It makes a HUGE profit on CPUs. The reason Intel got into the chipset business in 1995 was to ensure the success of the P-5 and P-6 platforms and to make sure that the dominant technologies that defined those platforms would come from Intel. SDRAM was introduced by Intel. The PCI bus is from intel. AGP, USB, and more innovations that I could name are from Intel.
The key is defining the PLATFORM because that ensures more CPU sales. Why do you think AMD is reluctant to get into the chipset market? Because it's a marginally profitable line. Why has AMD ended up MAKING the AMD750 and AMD760 (and soon the AMD770) chipsets? Because the K-7 and K-8 PLATFORMS would be dead without them. Remember how long it took for the KX133 to be introduced by VIA? A YEAR after the Athlon launch. The Athlon is succeeding today because AMD bit the bullet and made the AMD750 chipset. If SMP Athlon succeeds, it will be because of the AMD760MP chipset. Know anyone else who is making an SMP chipset for Athlon?
Micron has a HUGE stake in DDR. It pushed the adoption by the industry since 2 years ago. It hired the marketing consultant Bert McComas (Inquist, Inc.) to generate favorable attention on DDR two years before the first chipset could be brought to market. Do you think it is an accident that the first attacks on Rambus at Tom's Hardware were written by Bert McComas?? Do you think that Jack Robertson's (ETONLINE and other CMP publications) attacks on RDRAM and Intel always quote Bert McComas and Semico's Sherry Garber??
Micron is the third largest DRAM manufacturer in the world. It's getting killed on SDRAM, selling every chip it makes for below cost; it's most profitable memory for the past two years has been EDO-SDRAM, a legacy memory. Micron desperately needs DDR-SDRAM to succeed; it's driven the JEDEC effort, and was the first company to counter-sue Rambus. Micron is betting the company on DDR-SDRAM and the lawsuits. Ironically, if Micron loses, the only DRAM it can make are EDO and RDRAM, since Micron is a Rambus licensee on RDRAM.
Intel stood to get 4 million shares of Rambus stock if it had met the production milestones. Even optimistically, assuming that the stock was worth $50 a share, it would have meant $200 million for Intel bottom line. This is peanuts. Intel's revenues this year will top $30 billion. Even five times that is peanuts if it also mean that Intel is losing market share to AMD and VIA. The whole stock thing was icing on the cake for Intel--they thought they would easily be able to achieve the targets.
You and I don't need to determine whether Rambus' claim to IP covering SDRAM and DDR are valid; courts are going to do that very soon now. But you should remember that the legal teams at Samsung, Hitachi, Toshiba, NEC, Oki, TSMC, and UMC looked hard at the patents and then signed agreements paying Rambus royalties for every SDR- and DDR-SDRAM chip they make.
As to why DDR hasn't yet generated a backlash? Simple; AMD is the underdog. Tying the name "Intel" to Rambus made it a target. AMD is in no position to "shove" DDR down anyone's throat, and neither is Micron. But both AMD and Micron has as much at stake on the success of their platforms (and DDR) as Intel ever had on RDRAM.