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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.38+2.2%Jan 9 9:30 AM EST
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To: sylvester80 who wrote (58119)10/19/2000 11:03:26 AM
From: blake_paterson  Read Replies (1) of 93625
 
"We don't know what Craig said but having been interviewed before I know I've been quoted strangely. (laughter) The relationship with Intel has had it's ups and downs, we've certainly had problems, but I don't think anyone believes we've had a glowing relationship with Intel for the last quarter or two so I don't think that anything is new or that anything has changed in our relationship. Intel has a need for high performance, Rambus offers the highest performance, on the other hand Rambus DRAMs didn't come out with the pricing that Intel had been hoping for which put a real kink in the ramp for the products that use Rambus and that's the essence of the issue. The P4 needs performance and Intel is going to be launching it soon and Rambus is going to be critical to delivering that performance so the more we can do to drive down the price premium and the more Intel brings out products that need performance the better it will be, because they are going to be looking at alternitives and have been for several quarters now. So I don't think there is any signal that anything is any different."

PC600 now $165 or $1.29/MB
PC700 now $169 or $1.32/MB
PC800 now $186 or $1.45/MB

drip, drip, drip...
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