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: grok who wrote (28884)	9/7/1999 10:41:00 AM
From: unclewest	Read Replies (1) of 93625

from msdw sept 7, 1999 clips... intel's update was in line with our expectations. but dell's bullishness was surprisingly strong. we remain confident that rambus rdrams will become the defacto pc main memory standard. the september launch of rambus pc's and dell's steep ramp should be a catalyst for the rmbs ($92, strong buy) during the remainder of this year. as expected intel will support pc133 in desktop pc's in the first half of 2000, but the company made it clear that sdram does not compete with rambus, and the pc133 decision does not impact intel's rambus plans. very favorable on armhy too...the new nintendo game boy is reported to use arm core with rambus memory...first time i have seen them together. unclewest fishing!!!

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