Rambus (RMBS) - Eagle or Penguin Message Board

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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: MileHigh who wrote (25205)	7/19/1999 8:09:00 PM
From: Dave B	Read Replies (2) of 93625

MH, I see it quite simply, INTC steadfastly said over and over again they would not look at a PC133 option, now they admit they are. How can this be dismissed as nothing? I think it depends on whether you're viewing this as a change in strategic direction for Intel or simply a stopgap move. If the OEMs can't get enough RDRAM (which we've known for months that they couldn't), would Intel be doing this if VIA wasn't in the picture? If the answer is no, then it's a stopgap (competitive) move. If yes, then it's a strategic move. Do you really believe that Intel is going to make PC-133 SDRAM part of the long-term roadmap? It sounds to me as if Intel has realized that the NSM/Cyrix/VIA deal will allow VIA to produce chipsets that support PC-133 under license, and they had to react. But just as they keep AMD at unprofitable levels (oops, didn't mean to make that public knowledge), they'll hopefully be able to do the same with VIA. Plus, of course, they have to give the OEMs who won't be getting RDRAM something to "hype" in their own systems. <edit> Plus bp has a good point that you've overstated the news report. Dave

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