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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: Ian@SI who started this subject10/17/2000 6:43:52 PM
From: sylvester80   of 93625
 
Great news on P4 ramp from Intel CC.

This from fneww on Intel CC:
Otellini says P4 ramp will be very steep in Q1 2001, steeper than that for the P2 which was the last major design change. Steep P4 ramp throughout 2001 does not require .13 production which will just be gravy. I did not hear any question concerning the availability of sufficient RDRAM to support the ramp, so Intel probably has commitments from Dram makers for an adequate supply.
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