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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%Dec 1 3:59 PM EST

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To: chic_hearne who wrote (45293)6/20/2000 5:01:00 PM
From: Tenchusatsu  Read Replies (2) of 93625
 
Chic, <Maybe when Willy starts shipping and nobody is buying them because they don't want to spend an extra $1000 just for the RAM, you will see my point.>

What makes you think no one is going to buy Willamette just because of expensive RDRAM? If it's the fastest performer out there, I'm sure Intel can find "hundreds of thousands" of customers who will pay top dollar for such performance. And considering the size of the overall PC market, I don't think Intel will have any trouble finding such customers.

The only way Willamette will fail upon release is if Mustang on AMD 760 chipset performs even close to Willamette platforms. Perhaps this is one of the assumptions you are basing your anti-Intel views on? Prepare to be unpleasantly surprised ...

Tenchusatsu
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