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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: unclewest who wrote (27849)8/27/1999 8:51:00 AM
From: Dan3  Read Replies (1) of 93625
 
Re: would you please explain this to us?

He got $100 million dollars from Intel, what do you expect him to say?

If Intel had been able to maintain control over the high end processor market and the chipset market, they could have made this happen. A few months ago, Intel had a commanding lead over AMD in CPU speeds, now it's a virtual tie (AMD's ahead by 50MHZ right now, but that probably won't last past the IDF)

Intel can no longer afford to push rambus at the expense of its CPU business. That is what has changed

Dan
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