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To: damniseedemons who wrote (22702)2/17/1999 10:14:00 AM
From: Wizard  Read Replies (1) of 24154
 
Hi Sal,

I am unsure on the timing of the RMBS ramp but you can't brush it off that easily. (I hold no position in RMBS).

In an answer to a question regarding what penetration rate RDRAM would get at Dell, Michael Dell publicly said that 100% of PC's could be the longer-term number. Obviously, Dell Computer is not the mass market as they tend to be ahead of the curve and things could change but if Intel is pushing it that hard, I would say that they have enough influence to make it happen. If you own slots on the motherboard and dominate market share, they could put some Elmer's glue in there and the pc industry would likely adopt it.

However, I do remain skeptical on the timing of the RMBS ramp into PC's.

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