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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST

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To: Dave B who wrote (14963)2/2/1999 1:32:00 PM
From: MulhollandDrive  Read Replies (1) of 93625
 
Dave,

I'm not sure if there will be any effect at all, I think if it did it would just be on the perception that the next upgrade cycle is dependant of Camino and any significant delays could defer new purchases.

I'm just speculating on how much if any pc and server demand has factored in Camino.

bp
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