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

To: Dave B who wrote (42036)	5/11/2000 3:46:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

For anyone worried that the change in position for Gelsinger was a demotion and that Intel was reducing it's focus on RDRAM, you should recognize that Gelsinger has been replaced by Otellini and Albert Yu. Here's a link to a message containing an article from The Register discussing Yu's view of Rambus (maybe Gelsinger was "demoted" because he wasn't a strong enough supporter of Rambus <G>): Message 13636225 We can thank senior Intel VP Dr Albert Yu, however, for putting the spotlight on the amazing dancing Rambus. Yu, demonstrating the Willamette processor at IDF, unequivocally stated that Intel's up-and-coming IA-32 architecture was inseparable from Rambus memory. Although he didn't burst into wild eulogies about Rambus, he said that it was the only memory type suitable for, so-to-speak, Intel's prince of IA-32 chips. As the swan is to other birds, as the sturgeon is to fish, as a king is to men, as musk is to perfume, and as the head is to limbs, so is Rambus to double data rate (DDR) memory, he might have said, if he had let poetry engulf his mind. Perhaps thankfully for his audience, he didn't. Yu's unequivocal support for the Rambus-Willamette dream ticket produced rhapsodies on Wall Street that very evening. The Rambus share price (ticker RMBS) twinkled brightly in the New York firmament, and once more became the darling of the brokers. Dave