Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 85.98

-4.7%

3:28 PM EST

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To: Rodney Lockhart who wrote (15106)	2/5/1999 9:18:00 AM
From: MileHigh	Read Replies (2) of 93625

Rodney, Intel is 100% committed. AMD has not stated exact RDRAM roadmap although they are a licensee. NSM is a supporter. My macro picture thesis is that assuming the market is clamoring for faster chips, and AMD stumbles on releasing their faster chips, then Intel should gain MUCH market share here. This would be GREAT news for RMBS. Not sure about NSM support. Again a lot of assumptions here. Also, AMD is a licensee but not sure how committed they are to RDRAM or DDR. MileHigh

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