Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: pompsander who wrote (18463)	4/10/1999 5:32:00 PM
From: Fiscally Conservative	Read Replies (1) of 93625

Whoever gets the 800 megahertz down pat will have the larger market share when its released. Allowing a 700 megahertz chip design can create problems in the short term in the stock. Why would an oem.use a 700 platform when there will be some oem's producing at 800. The decision the oem's make will be a gamble;can the chipset sell at 700 as opposed to buying at 800. The boxmakers will also gamble in deciding to market both in their boxes,but maybe both designs can co-exist-differential pricing in market. The more I examine this new bit of info,the more I'am realizing that Intel is not backing off.In not having to seriously upgrade manufacturing at large costs to the producers there can be a 700chipset create and marketed.I expect Rambus will be pushed down the oem's throats and consumers will decide which design chip they want. Interesting!

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