Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: DownSouth who wrote (13491)	1/14/1999 9:50:00 PM
From: Zeev Hed	Read Replies (1) of 93625

I have no problems with disagreement. And competition is indeed one AMD's problems, but it would not have been a big problem if there was shortage (prices stay high), but INTC is set to recapture some of the low end being taken now by AMD (about $2 billions annually in CPU business now). AMD is now planning to ship 20 to 25 MM cpu per year, add to that CYRX (NSM), IBM and few minor players you come up with capacity pressures, and thus price pressures. Or as you call it "competition". Zeev

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