Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 113.83

-6.4%

Jan 30 9:30 AM EST

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To: DHB who wrote (17526)	3/21/1999 11:26:00 AM
From: MileHigh	Read Replies (1) of 93625

Dan, That was my point earlier on the PIII. Not that it was a bad chip or that it had a flaw, etc.... I had just been reading that some IT managers were not impressed with its initial speed and were electing to wait for the RDRAM enabled chipsets before they upgrade their systems. If that is the case, then my theory of this fall being great for INTC, the boxmakers and RMBS might just come to pass. The next two steps in the RMBS ramp is, one, solve all the tech issues, two, prove that the RDRAM chipset delivers significant performance benefits in order to justify the higher price. I am not saying these won't happen, I hope they do, they just must happen IMO in order for the RDRAM ramp to accelerate quickly. Regards, MileHigh

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