Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.61

-3.9%

2:03 PM EST

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To: richard surckla who wrote (43153)	5/29/2000 10:08:00 PM
From: pompsander	Read Replies (1) of 93625

richard, what has rattled the cages is that Rambus is real. It is not perfect, but it is real and growing. The Willy rollout is just too darn close for the naysayers. If Intel gets the chip supplies kicked up (and I believe they will...at any cost) and a CPU price war escalates later this year, Rambus will get entrenched in both upper and upper-mid systems. If DDR is late, and it may well be,...well, it may be a tough climb for them. God help them if they have traditional launch snafus. Carl and Dan3 have assured me, however, that this won't happen. We'll see. Also, Playstation launch in USA later this year is another huge PR boost for Rambus. Watch for more "congratulatory" ads by Rambus for Sony upon sale of x millionth system.

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