Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

3:59 PM EST

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To: Rosemary who wrote (19104)	4/23/1999 12:52:00 AM
From: Chuck Mowery	Read Replies (3) of 93625

I sat and watched the meeting...the impression I was left with is that Intel is not alienating anybody by forcing transition to RDRAM. What they seem to be saying is if you the OEM want to save $$ use celeron with SDRAM, but the price is reduced performance. The IT manager not wanting to test new architectures in the midst of Y2K validation seemed to be related to the continued availbility of the PII platforms. I didn't see that anything changed at all. There's no way they've climbed to the top of the RDRAM summit only to turn around. The bottom line is, if you want performance (and with all the web-enabling technologies who won't) you'll be buying RDRAM-enabled systems. If the DRAM makers want to start making any money, they need to share it with RMBS...without that leap in performance there's no reason to pay a premium for memory or to buy a new PC for that matter. Finally, the PC end of this is only one part of the RMBS story. I think the playstation news is bigger than many realize. Good luck to all. Thanks to all the sellers for today's sale. If you can take it to 50 next so I can complete my buys, I'll be eternally grateful. Chuck

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