Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.05

+1.0%

3:59 PM EST

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To: Dave B who wrote (44337)	6/14/2000 4:41:00 PM
From: Jim McMannis	Read Replies (1) of 93625

Dave, If you think about what is going to be on the market in Q1-Q2 next year, Timna is looking very very weak. Coppermine and Willys speed efftively kill it at least for the desktop. Remember Intel has to sell coppermine really cheap to Microsoft for the X-box which is essentially a PC...probably in the $20-$30 range....even if Intel gets a little more to the regualar OEM market...timna has no chance of out scaling coppermine. So if you can get cheap coppermines that are much faster, who will want the Timna... even being integrated? Willy scaling very high makes it even harder for Timna. Timna has too many limiting factors for it to scale. Intel sure got suckered by the MediaGX and Brian Hallas dream. Jim

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