Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.02

-0.5%

3:59 PM EST

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To: gnuman who wrote (72112)	5/6/2001 10:37:32 AM
From: Scumbria	of 93625

Gene, IMO they'll have a position in the performance segment for quite some time. At least until Intel has a DDR chipset. So do you think Intel will actually introduce SDRAM for P4? No. P4 only looks good on a few (bandwidth) benchmarks, and SDRAM would kill those too. P4 needs DDR to make the switch to mainstream memory. It is very dangerous to have their flagship product dependent on a proprietary memory technology. If Intel has any brains they will get away from RDRAM. Based on that, my take is that RDRAM is here to stay. Scumbria

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