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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (1004)	2/15/2000 12:50:00 AM
From: Richard Habib	Respond to of 2039

John, no I haven't heard PG speak. Maybe I'm being too cautious. But I find it interesting that there was a rumor that Timna might either offer a PC133 option or use PC133. Then we apparently have PG say that RMBS will move in to the value end slower than expected while indicating of course that Timna will be Intel's value end product. Lastly, Willy is specifically identified with RMBS for the high end machines but Timna which will release about the same time doesn't have any mention of RMBS attached to recent comments. Timna rather than Willy is what we thought would be needed to bring prices down because it is the high volume product that will address a larger share of the market. We will see. Rich