RAMBUS (Nasdaq: RMBS) - THE EAGLE Message Board

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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE

RMBS 92.46

-1.0%

11:48 AM EST

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To: pompsander who wrote (1499)	3/13/2000 10:52:00 PM
From: Jdaasoc	Read Replies (1) of 2039

pomp: RE 'anal'ysts. I pulled RMBS specific part from latest research by Joe Osha of Merrill Lynch on Intel filed at IDF 2/17/00. This guy has got it so wrong he will never have an opinion on RMBS. Makes one wish that old meathead analyst, Kurlack, was back at Merrill Lynch. By the way what does "subsume mean". It is like "Osha subsumed Kurlack as Merrill Lynch's semiconductor analyst just as Carl or bilow will subsume Osha". Finally, the many questions surrounding Intel's memory roadmap continue. The company has scaled back its forecasts for RDRAM penetration over the next two years, although Intel still believes that RDRAM will eventually be the standard for the desktop market. That commitment to DRAM was illustrated with the Willamette plans - Intel will not offer SDRAM or DDR support for the Willimette, effectively linking that product's fate to the success of RDRAM. Although we agree that the high bandwidths achievable with RDRAM will eventually allow that standard to subsume synchronous memory, we wonder why Intel is not offering alternatives to RDRAM for Williamette, given the 20%-25% price premium that RDRAM modules are likely to command when Willimette launches. PC OEMs should be happy with the performance that they get out of Intel's new CPU - they may not be happy with another attempt to supply the market an expensive memory subsystem"

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