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

To: Tenchusatsu who wrote (42503)	5/19/2000 5:14:00 AM
From: Bill Jackson	Respond to of 93625

Tenchu, Intel will have to buy the Rambus first and supply it to the OEMs in sufficient quantity to guarantee launch availibility. There is not enough line capacity to supply both markets unless Intel ceases production of non Rambus using mobos as wel as CPus. Since AMD would be unable to supply the sudden demand, there would then be excess capaxity in memoryland to make these Rambus parts. Intel is actually caught since they cannot order the memory makers to take another path unless they guarantee it will be an equal/greater profit path...they all act is self interest. Even if the new products work and Rambus works this catastrophic bottlenekc will exist for the next 18 months(some say) Probably some middle ground will ensue. Intel will fund a smaller amout of memory and if it launches well there will be severe demand for Rambus and that will spur the memmakers into production. Bill