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

To: kash johal who wrote (25152)	7/19/1999 4:30:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Intel will probably support PC133 in Celeron. That would be a BIG RMBS downer. You will have $2K+ PIII RDRAM machines and $599 Celeron with PC133. The price differential will be to big for performance difference.

To: kash johal who wrote (25152)	7/19/1999 4:33:00 PM
From: Ian Anderson	Read Replies (2) \| Respond to of 93625

"a chipset by the first half of next year" is no threat to Rambus. I think this is competitive marketing by Intel to fight off VIA. "An Intel fellow" as the source, no official press release, all sounds easy for Intel to deny later. Watch tomorrow for an official press release from Intel about a renewal of the suit against VIA/National, or some statement that the cross-licencing is not valid.