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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: pompsander who wrote (28100)8/30/1999 12:01:00 PM
From: grok   of 93625
 
RE: <The IDF is a good news/bad news story almost any way you want to read it. The bulls are happy about the Dell launch and the Intel support. The bears see any PC 133 support as a death blow to Rambus.>

I'm thinking that IDF will be all good news for rambus. No way will Intel announce any significantly bad Rambus news during the Forum and since we are less than 24 hours away and they haven't yet preannounced it yet then I just don't think that there will be any.

Instead I guess that they will just recommit to Rambus and show a bunch of benchmarks that show Rambus is faster. The benchmarks will likely be rigged by the way comparing the fastest drdrams on the latest technology against the slowest srams on older technology but the press will never understand that. Instead the sdram world will be standing there saying: "Shut up and deal."
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