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Technology Stocks : PC Sector Round Table
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To: Mark Oliver who wrote (1810)6/9/1999 9:34:00 AM
From: Frodo Baxter  Read Replies (1) of 2025
 
I find it hard that Rambus is going to have much near-term impact. There is basically no way Rambus can ramp enough to meet the volume requirements for the Intel Camino chipset. PC-133 has probably already won, although Intel denies it. Everybody can do PC-133.

I wouldn't invest unless I perceive an informational advantage over the market. I don't here.

I've gotten nothing on PCTV, but then I owned it for all of 6 days. Don't worry about the poison pill, though. You'll get your $10 tender.
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