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

To: Dave B who wrote (42199)	5/14/2000 8:13:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Either that or they don't think they're OEMs would get any supply. If Dell and Sony are taking most of the current supply of RIMMs, why would AMD want to bring out an RDRAM chipset now? They customers wouldn't be able to get any RDRAM to go with it. I'll be watching to see what happens when supply reaches "sufficient" levels (probably proxied by aftermarket prices). Jeez, can you tell I just got up from a nap? What a thrashing of English grammar and spelling! Dave

To: Dave B who wrote (42199)	3/11/2001 2:23:57 PM
From: Scumbria	Respond to of 93625

Dave, Re: "There is nothing preventing AMD from using DRDRAM if they see performance or price/performance benefits. Apparently they don't see such benefits. " Either that or they don't think they're OEMs would get any supply. If Dell and Sony are taking most of the current supply of RIMMs, why would AMD want to bring out an RDRAM chipset now? They customers wouldn't be able to get any RDRAM to go with it. I'll be watching to see what happens when supply reaches "sufficient" levels (probably proxied by aftermarket prices). Message 13709790 I think you hit the nail on the head with this one. Scumbria