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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST

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To: TST who wrote (24290)7/8/1999 4:27:00 PM
From: kash johal  Read Replies (6) of 93625
 
TST,

Re:" clearly Intel would not stake her future on an untested design with no appreciable advantage to PC's or anything else. They simply aren't that stupid & neither is Rambus for that matter. "

Well, I don't for one minute believe that Intel is betting its future on RDRAM - if the market discards it then there will still be an intel.

They have certainly fallen in love with it and the benchmark results will show if they reality meets the hype and hopes of the RMBS investors.

IMHO, RMBS is a good product in certain niche applications.

But the idea that RMBS memory will displace SDRAM within a few years is largely mistaken.

Regards,

Kash
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