Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.48

-1.9%

12:40 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Burgoo who wrote (25070)	7/19/1999 1:36:00 PM
From: Dave B	Read Replies (2) of 93625

Burgoo, If it's true, it seems like this line is the key... Many Intel customers, including HP, IBM and Compaq, have persuaded the goliath to change its mind. The mobo manufacturers are peripheral... It's not surprising that, if Dell is taking the majority of RDRAM for the next two quarters, the other PC manufacturers would apply pressure to get Intel to at least toss them a bone and support 133Mhz SDRAM. Even still, it wouldn't significantly change the long-term roadmap for Intel. PC-133 SDRAM is not some magically wonderful solution that blows away 100Mhz SDRAM -- it's still a dead-end technology. It'll be interesting to see if The Register has the story straight or if, like Electronics News, they botched it. Dave p.s. Your opening statement ("I guess maybe Intel isn't so excited about rambus after all") is not supported by the article.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next