Rambus (RMBS) - Eagle or Penguin Message Board

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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: Dan3 who wrote (28060)	8/30/1999 6:03:00 AM
From: unclewest	Read Replies (2) of 93625

Upgrading SDRAM systems is a proven process - upgrading rambus systems is an unknown dan, i have enjoyed the debate...with the dell find last night, i see no reason to continue to argue the relative merits of rambus with you. i think dell and intel are prepared to take both of us to school this week. imo there is still time to do very well with rambus, but you will need to act soon and don't play hookey from class. i am willing to join with dell and let the market decide. intel's timetable calls for rambus rdram to completely dominate in 2001. gorilla's get their way. and 2001 fits my timetable nicely. it is clear that dell is switching to rambus. dell mentions no options for sdram. it is sdram 100 or rambus. unclewest i am very excited about the new telecom business prospects for rambus. waiting impatiently for more info on that.

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