SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.18-4.3%Nov 17 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zakrosian who wrote (31003)9/28/1999 9:30:00 AM
From: Neil H   of 93625
 
"INTC long term financial model is at risk without Rambus DRAM"

From Edelstone update yesterday

Current DRAM tech willl be unable to provide enough performance to keep up with Intels higher speed processor.

Thus why upgrade to high margin products if no good incentive.

My opinion is it will be worked out and all are tied in for a solution ASAP.

Buying opportunity IMHO and I will when I see the dust settle.

Regards

Neil
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext