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: Ian Anderson who wrote (25156)	7/19/1999 4:43:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

Ian, Re:" "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. " As a competitive response to VIA this makes NO sense at all. Its pretty clear that pressure for PC133 is coming from MB guys and OEMs and the DRAM guys as well - a pretty potent force if you ask me. I am just very surprised that they did not have a PC133 back up chip set in the backroom is all. As far as Rambus success - it will be performance driven. If it aids end user performance - it will succeed. If it doesn't -it will die as desktop memory-clearly it will succeed in gaming and video markets. Regards, Kash

To: Ian Anderson who wrote (25156)	7/19/1999 4:48:00 PM
From: Jdaasoc	Respond to of 93625

Ian: If you remember Microsoft Anti-trust suit from last year. I think Ballmer said "MacWilliams is the smart one over at Intel." The article is true and must have been scheduled conference call that everyone was invited to. I am still enthusastic about RDRAM by 2001 but is it is 99 that I am worried about. Last three month delay in rampup of chipset caused stock to go down by 50%. I would guess that 20-30% decline would occur if RDRAM chips are delayed in wide availability until mid 2000. Do you think MU is going to pick up pace of RDRAM production? I doubt it. MU has been spouting PC133 for about 3 months now.