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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST

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To: Alan Hume who wrote (28033)8/29/1999 5:13:00 PM
From: Dan3  Read Replies (1) of 93625
 
Re: Do you really see a serious chance of RMBS dropping in the near future?

Clear evidence that Intel is pursuing a dual Rambus/PC133-DDR strategy could tank Rambus.

If price and/or performance numbers for Rambus are disappointing (too costly and/or not enough performance gain) the stock could tank.

Most likely problem could occur if Rambus equipped Coppermines at 600MHZ have poorer performance than PC100 equipped Athlons running at the same clock - particularly on video applications where Rambus is supposed to justify its cost. If Rambus gets the blame instead of Coppermine, that could pretty much be the end of Rambus on high end PCs.

Dan
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