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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.70-3.8%3:59 PM EST

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To: Jdaasoc who wrote (30892)9/27/1999 8:59:00 PM
From: Dave B  Read Replies (2) of 93625
 
Jd,

Dave what's your take on RDRAM prospects

My opinion is that I'd like to hear Intel say something about the problem. What's the cause? What are they doing about it? And eventually what their plans are. I haven't heard them say that they're dumping Rambus. I haven't heard them say that it's not going to work. They haven't said anything. I'm certainly disappointed in their customer communications skills.

My view has always been that 1) as long as Intel supports RDRAM as the memory standard of the future, and 2) it's manufacturable, it will win. #2 took a bit of a hit to the chin this weekend. I need to hear (from Intel) exactly how hard the hit was.

Dave
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