Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 102.22

-2.7%

Nov 12 3:59 PM EST

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To: pompsander who wrote (29710)	9/16/1999 5:50:00 PM
From: Mkilloran	Read Replies (1) of 93625

pompsander...INTC had to take the lead and force a standard that would be ready before 800MHZ machines are on the market. That's the point where current memory would become a bottleneck in performance. If INTC did not force the issue we would all be sitting around today with NO SOLUTION. Next year we will have 1,000 MHZ/ 1 GHZ machines. In 2002 we will have 2 GHZ machines and by 2004 we can expect 3-4 GHZ machines. So if no solution were available by Y2K..INTC would be the one to suffer with the ability to build faster chips that were unable to perform to their ability due to slow memory. INTC and RMBS have met the goal...now were seeing some memory producers moving faster than some others. But I expect them all to gear up in the next 6-9 months.

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