Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.56

-4.4%

3:59 PM EST

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To: Estephen who wrote (72905)	5/15/2001 12:07:14 PM
From: Bill Jackson	Read Replies (1) of 93625

Estephan, Not unusual, with AMD at 20-30% and Intel at 70-80% share you would expect the same ratio in mobos. We see lots of people buying DDR product in Toronto. There is indeed a hesitancy to upgrade in these uncertain times and that has crimped all sales. This is especially true since few need the upgrade as software bloat has not yet forced people to march upwards. They add more RAM as a cheaper way to march upwards than buying a P-4 or Athlon4 Bill

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