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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 subject7/28/2001 5:51:43 PM
From: Bilow  Read Replies (1) of 93625
 
Hi all; Dell to convert to SDRAM P4s, implied at EE-Times:

Brookdale to quickly eclipse Rambus, Taiwan suppliers say
Mike Clendenin, EE Times, July 26, 2001
...
Dell Computer Corp. also recently inked a deal with Asustek for 200,000 boards a month, most of which will be SDRAM-based P4 boards.
...

eet.com

Hey Rambus longs! What're you gonna do when Dell starts replacing RDRAM based P3 lines with SDRAM based P4 lines? NRLTR!

-- Carl
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