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: The Prophet who wrote (68625)	3/20/2001 11:03:06 PM
From: Dave B	Read Replies (1) of 93625

Prophet, A real horse race. I'm beginning to think that, until a DDR chipset is ready, it would be foolish for INTC to release an SDRAM P-4 chipset. If they did so, while RDRAM is expensive, many would shift to SDRAM, thereby reducing demand for RDRAM and slowing the ramp-up and together with it the decline in RDRAM pricing. The circular effect of this would be to make the high end P-4 less competitive with the high end AMD DDR computer. Except that Intel would have P4 systems that cost less and could fend off AMD in the Value segment. From what I've read of their strategy, they're trying to be even more aggressive in replacing the P3 with the P4 than they originally expected. If that's the case, getting the overall system price down will help them with the ramp. I'm sure we'll see an SDRAM chipset to help move the P4 into the Value segment. Dave

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