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

To: wily who wrote (33103)	10/28/1999 2:00:00 AM
From: dumbmoney	Read Replies (1) \| Respond to of 93625

wily, the big turning point was in August when Intel quietly announced they intended to develop a SDRAM (PC133) version of Camino - after repeatedly and vehemently denying in public that they would ever support PC133. I predicted this, of course. Apr 21 1999 I'm 99% sure that, public statements to the contrary notwithstanding, Intel will support PC133. It just makes too much sense. Message 9048036 May 11 1999 However, it's increasingly clear that Rambus can't replace SDRAM (and evolutions thereof) for PC main memory in the short term. So what is Intel going to do? That's the drama. (I've said before that I think Intel will capitulate and support PC133). Message 9478118

To: wily who wrote (33103)	10/28/1999 2:26:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

<They're talking new memory roadmaps for gawd's sake.> Wily, Intel revises its roadmap about once a quarter, depending on the situation. Right now, the situation is pretty obvious. Longer term, the same old story still holds: Intel is dedicated to Rambus. (No, Carl, AMD's success does not hinge on the Intel-Rambus relationship.) Tenchusatsu