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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: MulhollandDrive who wrote (27034)8/13/1999 12:18:00 PM
From: Joe Donato  Read Replies (1) of 93625
 
I think the timing is right. Camino or a derivative, will have to support PC133. From my perspective, Intel cannot compete on PC100 and Rambus alone. That would NOT be a prudent thing to do for such an enormous and paranoid company. PC133 is happening now - via VIA - and I just think it is too risky to bank on 2H 99 with Rambus (and PC100).
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