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 106.93

+2.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: richard surckla who wrote (73517)	5/23/2001 1:13:25 PM
From: Dave B	Read Replies (3) of 93625

richard, That would depend on a number of factors, but it really doesn't matter one way or another since Intel has said they are not going to use it in Brookdale for their P4 desktop PC's. hdl was asking about SDRAM, not DDR. I believe Intel will still support SDRAM in Brookdale to drive the P4 down into the Value segment. I'm not convinced that this "news" is true, but if it is, does it hurt RMBS/RDRAM? Well, it would be nice if Intel could get RDRAM down into that segment, but it's still too expensive. Intel appears to be on a mission to position the P4 across all segments, and being able to put in one 128M SDRAM DIMM instead of two 64M RDRAM RIMMs will help a lot. So it won't be RDRAM down there for now. However, if they don't support DDR, it says to the market that Intel still considers RDRAM to be the successor to SDRAM, which is a long term positive for RMBS. The wildcard will still be P4/DDR chipsets from other vendors. Dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next