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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.39

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3:21 PM EST

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To: Jdaasoc who wrote (34682)	11/15/1999 11:56:00 PM
From: Bilow	Read Replies (3) of 93625

Hi Jdassoc; Re Intel pushing CC820s... I think this has to be seen as very good news for AMD, given the cost and speed penalty of using the i820 as an SDRAM controller. By the way, given the 10-week or so time to restart an RDRAM fab, do you have any take on why Samsung has not yet announced restart? Do you suppose that they have, but have kept it quiet? -- Carl

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