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

To: MileHigh who wrote (25205)	7/19/1999 7:56:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Mile, You sure your zero RMBS position isn't clouding your thinking? >>Again, INTC was steadfast in the denial of PC133 as an alternative, now it changes it's mind....hum...??<< You should be ashamed, such a blatant misstatement. Intc has only said they are "evaluating" PC133 as an interim technology. I wonder what will happen if they decide after their "evaluation" they're not interested. hum....?? bp

To: MileHigh who wrote (25205)	7/19/1999 8:09:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

MH, I see it quite simply, INTC steadfastly said over and over again they would not look at a PC133 option, now they admit they are. How can this be dismissed as nothing? I think it depends on whether you're viewing this as a change in strategic direction for Intel or simply a stopgap move. If the OEMs can't get enough RDRAM (which we've known for months that they couldn't), would Intel be doing this if VIA wasn't in the picture? If the answer is no, then it's a stopgap (competitive) move. If yes, then it's a strategic move. Do you really believe that Intel is going to make PC-133 SDRAM part of the long-term roadmap? It sounds to me as if Intel has realized that the NSM/Cyrix/VIA deal will allow VIA to produce chipsets that support PC-133 under license, and they had to react. But just as they keep AMD at unprofitable levels (oops, didn't mean to make that public knowledge), they'll hopefully be able to do the same with VIA. Plus, of course, they have to give the OEMs who won't be getting RDRAM something to "hype" in their own systems. <edit> Plus bp has a good point that you've overstated the news report. Dave

To: MileHigh who wrote (25205)	7/19/1999 8:10:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

MH, And finally, will this keep HP, CPQ, et. al. from bringing out RDRAM systems? I suspect that there will be many salespeople on the Dell phone lines who will be saying "hey, it runs at 800Mhz instead of 133Mhz, of course it's faster". When that happens, all the other OEMs have to bring out RDRAM-based systems because no telemarketer is going to take the time to try to explain how the RDRAM technology works to someone on the phone and try to change their mind. They have to bring out 800Mhz memory just to sound competitive. It's just my guess, but 800Mhz sounds faster, therefore, in the minds of most buyers, it will be faster. Dave