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

To: visionthing who wrote (38965)	3/28/2000 12:32:00 PM
From: jim kelley	Respond to of 93625

Well it is very clear from INTEL's plans that RDRAM is in and will have 100% of their high end PC Market by the end of 2002 and will have about half of the low cost PC's by the end of 2003. INTEL really controls this growth rate by its choice of which memory it supports its Pentium Processors. DDR is not on the INTEL roadmap for PC's. Already manufacturers such as Toshiba are beginning to disengage from the SDRAM market which will be declining between now and the end of 2003. The FUD BS coming out yet again today on these threads and Yahoo is coming from those that are short this company. Their influence will be shortlived as the company's direction is already mapped out. They can not change the trajectory of this company. Only INTEL can do that. By the way it looks like AMD, Sierra, and a number of other companies are trying to hire RAMBUS engineers. :)