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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Dave B who wrote (23104)6/21/1999 11:35:00 AM
From: Charles R  Read Replies (1) | Respond to of 93625
 
Dave,

<Since Intel owns something like 75% - 85% of the Intel motherboard market, which other motherboard people matter?>

I agree that Intel dominates in motherboards but he 75-85% number can't be right. It will be good if someone can post a more accurate number.

Other major motherboard vendors that I know are: Asus, FIC, Biostar, Gigabyte. The Taiwansese reports on the Camino motherboards are less than flattering.

Chuck



To: Dave B who wrote (23104)6/21/1999 1:08:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
I was wondering why unclewest hadn't posted tons of Rambus news from the press releases that should have been out by now from PC Expo. Then CNBC said something about PC Expo starting tomorrow, which I found confusing since the PC Expo web site says it starts June 21. I checked the schedule more closely and the exhibits don't actually open until tomorrow; there are only conferences today. Hopefully, we'll see some news this evening based on the conferences, then if there's going to be any press releases, they should appear later tonight or tomorrow morning.