Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

Dec 3 3:59 PM EST

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To: chic_hearne who wrote (54406)	9/21/2000 11:01:00 AM
From: gnuman	Read Replies (1) of 93625

Chic, re: WRONG !!! We'll have to agree to disagree. With a P4 launch in Q4 of a couple 100 thousands units, (and that will get a lot of arguments), we're looking at ~500K RIMM's. Samsung alone should be able to support that. And with Rambus' admission that the i820 isn't successful, there should be plenty of product. I also think that Intel will have purchased sufficient quantities to support the launch. That's based on an assumption that Intel will ship tested platforms to the box makers. Intel is not going to allow RDRAM availability to hinder the launch. JMHO's

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