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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.35-0.4%Nov 25 3:59 PM EST

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To: dumbmoney who wrote (18926)4/24/1999 6:24:00 PM
From: Alan Hume  Read Replies (1) of 93625
 
late response,

been out of town for the week

"Intel will support PC133. It just makes too much sense"

It is to be noted that the PC133 will be used with a Celeron platform, ie a low price platform.
It could be that the learning curve to get RDRAM down to an acceptable price level for a Celeron platform will take too long. This could also be a further manouver to avoid further market share losses to AMD

(My stake in AMD is starting to look better BTW)

Alan
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