Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.45

+1.3%

3:59 PM EST

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To: dmf who wrote (34791)	11/17/1999 7:47:00 PM
From: Tony Viola	of 93625

dmf, OFF TOPIC, Re: "BTW Congrats on the AMAT results." Thanks. I did it all by myself, like you imply! <VBG> ON TOPIC Q1 could well be THE quarter for Intel with profit and revenue beyond our expectations. Seems as if there may be an Intel/AMD truce as both enjoy the demand and the solid prices. What this means for Rambus is not quite as clear. I have to believe that if the demand for Coppermine PIIIs is so great, Rambus will go along for the ride with a lot of them. I mean, when you look at it, Coppermine is just a faster PIII, so what's the big deal? Why pay considerably more for them than for classic PIIIs? Must be some of the 'gotta have the fastest gun in the West' fervor coming back. And, looking at the benchmark data Elmer and Tenchusatsu are posting on the other threads, looks like Rambus does make a difference, especially in floating point. Never a dull moment with these schizo stocks, huh? Tony

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