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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 3:59 PM EST

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To: Bilow who wrote (77790)8/20/2001 4:08:04 PM
From: Jdaasoc  Read Replies (2) of 93625
 
Are they talking about 845 solutions?

This is the Intel distributor trading under the symbol "NECX". If the salesrep says Intel DDR solutions in OCT he is either totally true or just receiving incorrect information from the source Intel. I have to believe that Larry's Dell inforamtion was "true" as well.
The key think to remember is that there is no indication to removal of RDRAM from the roadmap. The takehome question has been for last two years is does RDRAM ofer compelling price performance benefits and does 4i RDRAM ofer real solution. The stock maybe dead dead dead but I haven'y heard you say dead dead dead about tecnology recently.

I would have to believe that all will be revealed by IDF sometime next week.

john
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