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: Jdaasoc who wrote (28389)	9/1/1999 8:53:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

John, I know we were expecting the announcement and it was about as tepid as I expected. What amazed me is the spin already being put on it in the article Don posted. "Intel in Full Retreat". My gosh, the text of the article does not support that, and I am find the more literal text of the announcement you posted and the press conference are even clearer that this is an undesired, temporary, holding situation that Intel is not happy about. I am just laughing at the brazen headline.

To: Jdaasoc who wrote (28389)	9/1/1999 9:21:00 PM
From: Adam S	Respond to of 93625

The beauty of Intel's PC133 announcement is that it confirms that the RMBS story is a WHEN story, not an IF story as some shorts had suspected (or at least hoped.) These paragraphs deserve repeating: Peter MacWilliams, an Intel fellow and director of platform architecture for the Santa Clara, Calif., chip maker, said the support of PC133 will have no effect on the company's planned transition to Direct RDRAM. "As soon as Direct Rambus production ramps up, we expect to move rapidly to the new memory chip," MacWilliams said today at the semi-annual Intel Developer Forum in Palm Springs, Calif. Adam