Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Eric K. who wrote (42405)	5/17/2000 3:45:00 AM
From: Tenchusatsu	Read Replies (3) of 93625

Eric, <If Willamette only ramps in the hundreds of thousands as stated by Albert Yu at the IDF, you have to agree AMD should at least double from here.> Intel has much more aggressive plans for Willamette than that. "Hundreds of thousands" is the estimate of this year's volume alone. Wait until 2001, when Willamette really gets going, not to mention Northwood, the shrink of Willamette (lower power, lower cost, higher frequency). Of course, Intel isn't making much noise over that, given their new focus on the Internet. <A patient investor has made about a 400% return from AMD already.> Said patient investor would have made much more on INTC had he or she bought during Intel's Pentium FDIV fiasco back in 1994/95. I think one of Scumbria's favorite Web sites is retroactivetrader.com . Tenchusatsu P.S. - The web site doesn't exist.

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