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)	3/26/2001 12:36:05 PM
From: gnuman	Read Replies (1) of 93625

Prophet, re: 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. I predict that Intel will never introduce P4/SDRAM. In the target segment, (Value Desk tops), PIII 1GHz/SDRAM would probably beat P4 1.3GHz/SDRAM. I doubt that Intel wants that comparison. JMO's

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