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

To: Jdaasoc who wrote (25154)	7/19/1999 4:38:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

Jdaasoc, Re:"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. " Intel has handled all this very poorly IMHO. They should support PC 133 and RDRAM and let their OEMS and the market decide on who wins. Now they will be 6 months behind via at best and will miss out on the big christmas rush-in fact I am shocked that they did not have a PC133 chip set ready to go just in case. I suspect that RDRAM will be in short supply with relatively low volumes and will sell out-at least this 4th quarter. But lots of folks will buy PC133 systems as an alternative. Regards, Kash

To: Jdaasoc who wrote (25154)	7/19/1999 4:38:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 93625

>>You will have $2K+ PIII RDRAM machines and $599 Celeron with PC133. The price differential will be to big for performance difference.<< jd, that is the crux of the matter. rdram is inefficient to build and costs MUCH more in a time when revenue growth is about flat w/ prices close to plummeting. little bang, BIG buck. this type of announcement should not have been a surprise to anyone. looking at the 15 point drop, though... i know, i know, it is only a weeks worth of gains ;-)