Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.72

+5.2%

3:59 PM EST

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To: Ian Anderson who wrote (25156)	7/19/1999 4:43:00 PM
From: kash johal	Read Replies (1) of 93625

Ian, Re:" "a chipset by the first half of next year" is no threat to Rambus. I think this is competitive marketing by Intel to fight off VIA. "An Intel fellow" as the source, no official press release, all sounds easy for Intel to deny later. " As a competitive response to VIA this makes NO sense at all. Its pretty clear that pressure for PC133 is coming from MB guys and OEMs and the DRAM guys as well - a pretty potent force if you ask me. I am just very surprised that they did not have a PC133 back up chip set in the backroom is all. As far as Rambus success - it will be performance driven. If it aids end user performance - it will succeed. If it doesn't -it will die as desktop memory-clearly it will succeed in gaming and video markets. Regards, Kash

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