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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.56-4.4%3:59 PM EST

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To: wily who wrote (33777)11/3/1999 9:32:00 PM
From: jmac  Read Replies (2) of 93625
 
I don't believe the OEM's really feel that AMD is needed to keep Intel honest with respect to pricing. Intel has always, and I mean always, used price to spur demand.

I don't believe the OEM's have a problem with Intel at all.

As for "we'll let the market decide" is good PR and anit anti-trust. It's a self-serving statement. In fact, what else could they say--"we insist on you using Rambus memory"-- that would surely bring out the Justice Dept.
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