Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Stichnoth who wrote (24972)	7/16/1999 9:02:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

John, MH: How do you feel about a scenario in which Intel buys RMBS and AMD? No way, antitrust issues, maybe RMBS but never AMD IMO... Do they have a position in AMD? I didn't think so, BICBW! PS--LG and Hyundai just merged their dram companies. Is this a defensive maneuver against the coming behemoth of INTC? No, it is consolidation of the DRAM players in order to drive efficiencies to compete with Samsung and MU......Nothing to do with INTC.... Please tell me that I am all wet I don't know about that, do you have a pool!? <gg> Regards, MileHigh

To: John Stichnoth who wrote (24972)	7/19/1999 12:58:00 PM
From: Burgoo	Read Replies (4) \| Respond to of 93625

I guess maybe Intel isn't so excited about rambus after all. This just hit www.theregister.co.uk Posted 19/07/99 5:01pm by Mike Magee Intel changes mind on PC-133 Intel will, within the next three hours, announce it is re-evaluating the PC-133 SDRAM standard for the chips it makes. The goliath has had back up plans for the whole year but has now kowtowed to pressure from its third party manufacturers. But this is far from a humiliation for the chip giant, said a source. She said that Intel had realised that the amount of support for PC-133 meant that there was a case for the SDRAM standard. Intel will continue to support Rambus and its efforts. All our readers have to is to search on the number 133 on this site to see the complete background. Over the last eight weeks or so, Intel has changed its case on the PC-133 standard. The whole of the mobo industry wanted it to support it from day uno. Many Intel customers, including HP, IBM and Compaq, have persuaded the goliath to change its mind. The mobo manufacturers are peripheral... ®