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

To: Dave B who wrote (29514)	9/14/1999 8:41:00 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: then Camino+RDRAM vs Camino+MTH+SDRAM IMHO, the real battle will take place between Camino+RDRAM and Athlon+SDRAM. If AMD can't ship Athlon in quantity, then Rambus wins by default. If AMD does ship Athlon, at competitive speeds, in volume, then it could turn out differently. These will be the alternatives in the marketplace for high end dollars during the next 4 to 6 months. I'm not sure that the performance of rambus is going to matter very much unless it is awful or fabulous, and I doubt that it will be either. Dan