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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.64-1.9%12:47 PM EST

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To: Tony Viola who wrote (34788)11/17/1999 6:26:00 PM
From: dmf  Read Replies (1) of 93625
 
Tony: Otellini's CNBC interview

The "double digit millions in Q1 2000" was from Tuesday's CNBC interview on CNBC. Sorry I don't have a URL, just caught it on the TV.

Q1 could well be THE quarter for Intel with profit and revenue beyond our expectations. Seems as if there may be an Intel/AMD truce as both enjoy the demand and the solid prices.

What this means for Rambus is not quite as clear.

BTW Congrats on the AMAT results. Mighty impressive.

dmf
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