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

To: Dan3 who wrote (34102)11/7/1999 3:19:00 PM
From: Zeev Hed  Respond to of 93625
 
Come on Dan, single digit penetration for all of 2000? You are overstating your case, are you not? If RMBS does not get above the 10% level in PC (meaning well above 30% toward the end of the year) during next year, it would mean that INTC through away a cool billion of cash and probably as much in internal development. It may have a slow and bumpy start, but if INTC wants the processor to be the PC bottle neck, they'll have to do better, IMHO.

Zeev


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