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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.53+5.0%12:54 PM EST

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To: Dave B who wrote (50734)8/22/2000 2:27:12 PM
From: Scumbria  Read Replies (3) of 93625
 
Dave,

That would make Intel a "market leading" company versus the "market following" company that AMD is.

Intel has been leading the industry towards the edge of the cliff with Rambus and IA-64. Fortunately, the survival instinct has kicked in, and the industry has turned toward other more reasoned options.

Transmeta isn't pushing (and can't apparently deliver on) performance -- they're pushing low power.

Most laptop users don't need a lot of performance. Battery life is much more important.

Scumbria
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