Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.86

+4.2%

11:21 AM EST

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To: Dave B who wrote (25211)	7/19/1999 8:18:00 PM
From: MileHigh	Read Replies (2) of 93625

Dave, >>>I think it depends on whether you're viewing this as a change in strategic direction for Intel or simply a stopgap move. Again, never said RMBS is DOA, but it has a PE of 300+ so much is built in already and the continual delay of world domination will impact the stock price negatively in the short to mid term... >>>Do you really believe that Intel is going to make PC-133 SDRAM part of the long-term roadmap? No, but define long term or how long it "might" become part of the 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. This is interesting, because PC133 might actually become viable from Via (no pun intended), INTC must now look at it!? I thought RDRAM was the winner in price/performance camp?! Why the change, that's my question?? MileHigh

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