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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (41824)11/18/1998 11:54:00 PM
From: Elmer  Read Replies (2) of 1572646
 
Re: "- We believe Rambus (RMBS--$74, Outperform) had a strong showing at COMDEX, and the company's suite highlighted the fact that the necessary infrastructure support for Direct Rambus DRAMs has continued to gain momentum. Most important, we believe Intel has started to sample its 820 chipset (code named Camino), and it appears that things are on track to launch the first Direct Rambus DRAM-based PCs in the second quarter of 1999. "

Hey Max, Do you think Rambus's huge runup today could have anything to do with Intel showing off their Katmai-Camino-Rambus systems running at ultra high frequency ultra blinding speed? Naaaaaaaaah. Couldn't be.... But hey those Godzilla flicks looked pretty good!!!

EP

P.S. actually Rambus closed at $80 3/4 after the Intel demo.
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