Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.72

+5.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Prophet who wrote (42006)	5/11/2000 3:09:00 AM
From: Joe NYC	Read Replies (1) of 93625

Prophet, 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. Interesting, but this "commitment" coincides with the poorest execution we have seen in Intel's history. Would it be far fetched to assume that the intensifying of this commitment will result in even poorer execution in the future? Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next