Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.76

-0.7%

10:55 AM EST

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To: Pat Hughes who wrote (55914)	9/29/2000 5:23:52 PM
From: sylvester80	Read Replies (1) of 93625

Pat, The Timna news are the best news we could have had for Pentium 4. "Analysts said Intel could even be helped by the decision. The chipmaker can now shift space and resources to high-end processors being introduced this year and away from Timna." ``Intel took a pretty courageous step by canceling a program that wasn't going anywhere,'' said Nathan Brookwood, an analyst with researcher Insight 64. ``Of all things they're doing, Timna was one of the least important.'' "Future sales are going to be driven by the powerful Pentium 4 chip coming in the fourth quarter and the Itanium processor aimed at server computers that run Web sites and corporate networks, he said." ``Pentium 4 is clearly Intel's most important strategic program at this point,'' Brookwood said. ``If (Timna's) resources can be deployed to Pentium 4-type production, in the long run that benefits Intel far more.''

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