Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.26

-11.1%

3:59 PM EST

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To: jim kelley who wrote (63978)	1/9/2001 8:13:17 PM
From: Jdaasoc	Read Replies (1) of 93625

jim: I believe Intel has a slide show going over its 2001 issues. It may still be at their web site. Take a look! I called that webcast you referred to the modern day equivalent of the "traveling carnival medicine man sideshow" the day after. Someone on this thread called me the equivalent of a "moron" when I stated that their projections of high double digit sales and earnings growth for 2001 were not realistic. Hell, it might have been you. I said nothing to the stinging criticism at the time but within two weeks, Intel revised downwards 4Q and 2001 guidance. Your scenario of 50% P4 mix in 2001 may be possible if Dell goes to 100% market share for Intel based computer sales and they deliver all of P4 sales. Otherwise, I will stand with my prediction that P4 will do OK but SDRAM based computers will make up a minimum of 70-80% of worldwide CPU sales in 2001. I still do not see China, Africa, India or South America needing P4 anytime soon. john

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