Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.37

-0.4%

3:59 PM EST

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To: Don Green who wrote (75281)	7/2/2001 4:46:50 PM
From: Scumbria	Read Replies (2) of 93625

Don, 1. Intel had a choice between RDRAM and DDR. It seems pretty clear at this point (post-i845) that they chose RDRAM. 2. P4 is starting to push past Athlon performance. 3. RDRAM prices are lower than DDR prices were in April. It all adds up to Rambus winning the PC market. How else can this information be interpreted? Answering your question, I haven't had any investment in RMBS in about a year, but I'm about to get back in. Scumbria

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