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)	7/26/2000 1:56:37 AM
From: Estephen	Read Replies (2) of 93625

"11:31am EDT 25-Jul-00 UBS Warburg INTEL PREPARES TO DEFEND ITS POSITION WITH AGGRESSIVE P4 RAMP" That's a nice find...A september launch of P4 w/ rambus would kill AMD on the high end commercial market. I hope their right. That puts my investments ahead of schedule.... "SUMMARY: Intel's position in the microprocessor market has come under increasing pressure as AMD's Athlon processor has been able to challenge Intel at the mid- and higher-performance segments of the market. We believe that Intel is accelerating its performance treadmill with the aim of out distancing AMD and attempting to relegate the AMD's processors to the lower-end segments of the market, a strategy that has worked successfully in the past. HIGHLIGHTS: * Key to this strategy is the introduction of the Pentium 4 processor. We expect Intel to introduce the Pentium 4 in September"

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