Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.87

-0.5%

1:31 PM EST

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To: gnuman who wrote (65817)	2/12/2001 3:50:52 PM
From: Jdaasoc	Read Replies (1) of 93625

Gene: Doesn't it seem early in the ramp for P4 to be showing up in those channels? PC channel appears to be so weak that the Taiwainese importers are selling Intel motherboards (DE815E and GB850) as well as Tawainese branded motherboards. This would be a real sign of weakness since Intel usually controls supply in their channel well. Someone in the worldwide PC supply chain must be making them a deal they can't refuse (DELL or GTW contract manufacturers overseas for example). Just remember I just one of the nobodies. john

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