Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who started this subject	5/22/2001 8:06:11 PM
From: gnuman	Read Replies (1) of 93625

DELL sees P4/i845/SDRAM driving Q4 sales. Merrill note. Dell Computer Corp – 22 May 2001 On the Road with Dell Note: I believe this is Steve Fortuna of ML. Yesterday we were on the road with Dell President and COO Kevin Rollins visiting investors. Dell has not seen any indication that demand has turned favorable. The company continues to expect a turn only in the 4Q timeframe due to such drivers as Windows XP, Intel's P4 (Brookdale chipset with SDRAM), ........ A large spike in Dell sales of systems including Intel's P4 processor should occur towards the end of the year when the Brookdale chipset (with SDRAM) is available. Message 15836455 Seems to back-up Intel's statement that one-third of P4's shipped this year will be with SDRAM. Should be interesting to watch this marketing strategy unfold. Other interesting info in the Merrill note. JMO's

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next