Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: Jdaasoc who wrote (25154)	7/19/1999 4:38:00 PM
From: kash johal	Read Replies (1) of 93625

Jdaasoc, Re:"Intel will probably support PC133 in Celeron. That would be a BIG RMBS downer. You will have $2K+ PIII RDRAM machines and $599 Celeron with PC133. The price differential will be to big for performance difference. " Intel has handled all this very poorly IMHO. They should support PC 133 and RDRAM and let their OEMS and the market decide on who wins. Now they will be 6 months behind via at best and will miss out on the big christmas rush-in fact I am shocked that they did not have a PC133 chip set ready to go just in case. I suspect that RDRAM will be in short supply with relatively low volumes and will sell out-at least this 4th quarter. But lots of folks will buy PC133 systems as an alternative. Regards, Kash

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