Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.72

+5.2%

3:59 PM EST

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To: Steve Lee who wrote (53415)	9/14/2000 3:48:01 PM
From: Cirruslvr	Read Replies (2) of 93625

Steve - RE: Agreed. But noone will care that INTC's last generation chip is slightly behind latest iterations of the Athlon cos AMD will have nothing to challenge P4 with RDRAM." Do you know how fast the P4 is? Do you know how fast an Athlon with a 266MHz fsb and PC2100 DDR SDRAM is? If not, what makes you sure "AMD will have nothing to challenge P4 with RDRAM." "Then Intel will launch Timna with RDRAM to trounce the Athlon in the budget category." Dream on, DRDRAM is still too expensive the ultra low-end PC market. Timna comes with a PC133 "translator" to make it price competitive. Duron smothers Celeron. What makes you think Timna will be 20% faster than Celeron at the same clock speed? And if you do think Timna is a lot faster than Celeron, why is Intel continuing to make the Celeron next year?

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