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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.1%3:59 PM EST

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To: Scumbria who wrote (39970)4/15/2000 3:37:00 PM
From: Barry Grossman  Read Replies (3) of 93625
 
Scumbria,

, I don't see how DRDRAM ever gets critical mass to catch up

Do you believe that Willamette which WILL ONLY USE RDRAM will not be Intel's mainstream desktop offering next year?

Its introduction in the 2nd half of this year will surely demand increased RDRAM production as it ramps and replaces Coppermine on the desktop. Might we call that critical mass?

Or, do you think Intel will sell miniscule numbers of those chips? Do you think they are spending $6B this year to increase production of something they won't sell?

Give me a break!

Oh yeah, do you also think that the PS2 will fall on it's face this Christmas?

Barry
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