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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (6988)	9/24/1999 10:04:00 PM
From: pala	Read Replies (1) \| Respond to of 54805

Freeus I think thats what PC133 is about, I don't know much about it except Rambus will find its way to the consumer market much slower that predicted. And PC133 will fill that gap. <suppose I was assuming that someone else would step in and have a product, somewhat inferior but at least working..that Intel could use and the computer makers could fill in with>

To: freeus who wrote (6988)	9/25/1999 12:53:00 AM
From: chaz	Read Replies (2) \| Respond to of 54805

This: "little more than a time to market delay" Not this: "this is a little more than a time to market delay". Again, I know the market may react negatively toward RMBS over this, but is it warranted? Again, from what I've learned of this, the problem is at INTC. RMBS has other income sources which, at the moment represent far bigger numbers than a relatively few high end PC's, which is where RDRAM is headed first. Remember, we've seen the RDRAM adoption chart, so what I gather is that high end PC's may be a bit delayed, but I do not see that impacting the rest of RMBS market or Intel's plan. In other words, IMO, the market will react, cooler heads will buy, and things will be just fine.