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

To: Boplicity who wrote (25194)	7/19/1999 7:23:00 PM
From: visionthing	Read Replies (2) \| Respond to of 93625

Correct me if I am wrong here. >Sullivan said that if PC-133 proves viable, Intel may use it as another transitional technology to Rambus, though it wouldn't be ready until sometime in the first half of next year. The current standard, PC-100, is still the official transitional technology, he said.< In light of the fact that all Rambus partners have not ramped yet, this means that something MUST be the transitional chipset, Is it some great revelation that PC-133 happens to fill that billing? Also with Dell purchasing a full 2/3, I would argue that there is not much to go around--I would also argue that I/we have known this for quite some time. So words like IF, MAY and TRANSITIONAL, seem to tell the story the same way that I have perceived it for quite some time. I also believe that the lack of any institutional selling today, must be indicative of this being an overreaction. The big buyers don't get caught flat-footed. Any interjections? VT