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 94.26

-11.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Barry Grossman who wrote (42452)	5/17/2000 8:01:00 PM
From: Eric K.	Read Replies (2) of 93625

So contrary to the AMD bulls dreams of 30% market share, when Intel isn't supply constrained, as they said they won't be in 2H00, the AMDroids might be looking at losses all over again. There seems to be this little trend you might have noticed. Intel says, "We will cease being supply constrained at point x," where t is the present and x > t. Then, when x comes, x becomes x + n, where n > 0. This trend has been repeating since q4 of 1999. Would you consider this a "problem?" Could you explain how exactly Intel is going to magically start migrating the coppermine bin split distributions rightward faster than Athlon's migration? Would you consider Intel's assertion that there will only be hundreds of thousands of P IVs in 2000 a "problem?" Might be a good time to short AMD if anyone is so inclined. Why don't you take your own advice? I think you deserve it! -Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next