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


To: Tenchusatsu who wrote (38974)3/28/2000 2:32:00 PM
From: Richard Habib  Read Replies (1) | Respond to of 93625
 
I've lost track of Intel's plans as regards the PC133 chipset they stated they would launch. I thought that was this qtr.

I think it's significant. If Intel launches that chipset with a feature set comparable to the 820, assuming Intel wouldn't release a chipset unless they could make money on it, 820 sales may be cannibalized. On the other hand if Intel no longer sees the need for the PC133 enabled chipset, it would be significantly bullish for RMBS.

Any comments. Rich



To: Tenchusatsu who wrote (38974)3/28/2000 8:10:00 PM
From: Victor Lazlo  Respond to of 93625
 
LOL !