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: Bilow who wrote (50655)	8/22/2000 8:58:46 AM
From: gnuman	Read Replies (1) of 93625

Carl, re: IDF and Memory I think the only official news from IDF on P4 and memory will concern only RDRAM. (For PC's). Regarding Intel's ability to change direction based on market needs, I think they already have alternate platforms that will be ready to go if that's what it takes to make P4 successful. Discussing them at IDF would not be wise, especially if their desire is that the market accept P4 with RDRAM. It's too early to make any decisions on a potential change in direction. I expect P4 with RDRAM will sell out during the launch phase and for at least the next few quarters thereafter. Initial ramps will be consumed by early adopters and high end users. Typically price is not a major issue for these buyers. The migration of P4 into lower priced PC's will partly be a function of RDRAM prices and availability. This is probably the biggest unknown in the product ramp for Intel. If there remains a large price disparity between RIMM's and DIMM's, I think Intel will have alternate platforms ready. Availability could be a larger issue. With SDRAM prices increasing the chip makers may be hesitant to shift production to RDRAM. (BTW, I still believe that SDRAM will have ~80% share of the PC market next year). As for the Intel/Rambus Agreement, I don't think there is anything that prevents Intel from using other devices beyond penalties for doing so. The new Agreement is secret, so this is only speculation. But I think Intel will use any memory required to make P4 successful, regardless of penalties. There's just too much at stake. Announcements that confuse the market can only be to the detriment of the roll-out. So I don't expect any. Won't be long before we know. But, JMHO's

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