Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: jim kelley who wrote (59250)	10/30/2000 9:06:48 PM
From: Bilow	Read Replies (2) of 93625

Hi jim kelley; You wrote: "Micron was quoting 8 weeks to deliver on its new precious earlier today. So if you order now you can get delivery in 8 weeks. If you wait 3 weeks you can get immediate delivery of a well tested P4 system from Intel immediately." In making this statement, you are assuming that Intel will be able to satisfy all P4 demand at launch. Do you really think that the P4 will be that unpopular? -- Carl

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