Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.72

+5.2%

1:02 PM EST

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To: Dave B who wrote (25211)	7/20/1999 6:35:00 AM
From: Alan Hume	Read Replies (1) of 93625

Hi Dave, "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." Hi Dave, after having slept one the problem, I woke puzzled. Probably, as Uncle pointed out, MU is the biggest problem by being behind schedule. But nevertheless I would assume that they would be on in production before a suitable 133 chipset is available. This leads me to believe that either a) we are over estimating the importance of INTC's evaluation, or b) a serious technical problem has been run into. Either way it's back to the 80's for a while Alan

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