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

To: wily who wrote (33093)	10/27/1999 11:59:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Wily, I have read the Intel quotes several times. How, pray tell, do you construe this as "abandoning" Rambus? Even the most generous reading of actual Intel quotes reveals the following: 1) Rambus is still their preferred long term solution. 2) They still see any other technology as an interim step 3) the 820 is coming soon.

To: wily who wrote (33093)	10/28/1999 12:17:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi wily; What do you mean, "Intel abandoned Rambus (publicly)"? If they did, I certainly haven't seen the link. If that happens, I will have to seriously rethink my AMD trade, as it is the Rambus albatross that is cursing Intel to a large degree. Can Via make decent chips? If they can't Intel is in a lot of trouble this quarter. My guess is that they can. The DDR memory interface isn't a whole lot worse than the Athlon bus, I don't think it will be that big of an issue. As far as what is going to happen tomorrow, I always try to avoid short term predictions. I am hoping that after another 5 or 10 years watching stocks I will have a better feel for that sort of thing. It seems like my predictive capabilities are good for time scales on the order of a couple years, or on the order of a few seconds. -- Carl