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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST
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To: mishedlo who wrote (41999)5/11/2000 2:56:00 AM
From: The Prophet  Read Replies (2) of 93625
 
Agreed, Mish. Interesting dynamic: if INTC is committing heavily to RDRAM, as evidenced by Willamette, Timna, and the 820 recall (they could have gone 815 if they so chose), then the DRAM guys better play along since AMD cannot make enough chips to make up for the SDRAM sales to be displaced by RDRAM systems. Contrary to Bilow's suggestions, the DRAM tails simply do not have the power to wag the Intel "dog."
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