Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: Ibexx who wrote (2986)	2/10/1998 11:16:00 AM
From: Smilodon	Read Replies (1) of 93625

Negative rumor. I heard from a source, who has been reliable in the past, that Intel is having trouble with the Rambus technology. The problem is it uses a lot of electricity and thus is generating a tremendous amount of heat. He goes on to say that Intel may be backing away from Rambus. Certainly the DRAM manufacturers would prefer to use their own non-royalty standard which they claim offers equivalent performance. Any comments? I am new to this thread and the technology and would appreciate any more informed analysis. In the interest of disclosure, I took a small short position based on this information. I will either cover or expand the position after doing further research.

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