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Strategies & Market Trends : Sharck Soup
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To: 2MAR$ who wrote (21125)5/8/2001 8:09:18 AM
From: Wes Stevens  Read Replies (1) of 37746
 
08:07 ET Rambus (RMBS) 13.50: In note out this morning on Intel, Robertson Stephens says it expects company to relegate Rambus-compatible Pentium 4 to the relatively low-volume workstation and gamer segments of the market, which could result in an inventory writedown in the coming qtrs. Firm believes that Intel's decision to only offer Rambus DRAM for the P4 family continues to haunt company, and that plans to remedy issue could be costly for Intel.
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