Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: richard surckla who wrote (47836)	7/25/2000 11:00:52 PM
From: Bilow	Read Replies (1) of 93625

Hi richard surckla; Re Warburg's post re the P4, Intel and Rambus... Translation: "Our clients are still trying to get out of RMBS, so don't sell yours yet." Actual fact is that the Intel activity on the P4 is identical to what they went through with VIA and PC133. First they denied that they would ever support PC133, then they changed their mind. Now i815s are the big new chipset. Same will repeat with the P4, Intel will show up late while VIA supports their cpu with a VIA SDRAM (and DDR SDRAM) chipset. Like the VIA guy said, sometimes history repeats itself. Chipset counts indicate where the market is going: SDRAM: 81 (Current technology) VC SDRAM: 14 (Boutique memory type) RDRAM: 5 (Boutique memory type) DDR SDRAM: 17 (Next technology) users.erols.com As far as a mainstream memory, the above count shows just how little support RDRAM has. -- Carl

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