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

To: richard surckla who wrote (47836)	7/25/2000 11:00:52 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi richard surckla; Re Warburg's post re the P4, Intel and Rambus... Translation: "Our clients are still trying to get out of RMBS, so don't sell yours yet." Actual fact is that the Intel activity on the P4 is identical to what they went through with VIA and PC133. First they denied that they would ever support PC133, then they changed their mind. Now i815s are the big new chipset. Same will repeat with the P4, Intel will show up late while VIA supports their cpu with a VIA SDRAM (and DDR SDRAM) chipset. Like the VIA guy said, sometimes history repeats itself. Chipset counts indicate where the market is going: SDRAM: 81 (Current technology) VC SDRAM: 14 (Boutique memory type) RDRAM: 5 (Boutique memory type) DDR SDRAM: 17 (Next technology) users.erols.com As far as a mainstream memory, the above count shows just how little support RDRAM has. -- Carl

To: richard surckla who wrote (47836)	7/26/2000 1:56:37 AM
From: Estephen	Read Replies (2) \| Respond to of 93625

"11:31am EDT 25-Jul-00 UBS Warburg INTEL PREPARES TO DEFEND ITS POSITION WITH AGGRESSIVE P4 RAMP" That's a nice find...A september launch of P4 w/ rambus would kill AMD on the high end commercial market. I hope their right. That puts my investments ahead of schedule.... "SUMMARY: Intel's position in the microprocessor market has come under increasing pressure as AMD's Athlon processor has been able to challenge Intel at the mid- and higher-performance segments of the market. We believe that Intel is accelerating its performance treadmill with the aim of out distancing AMD and attempting to relegate the AMD's processors to the lower-end segments of the market, a strategy that has worked successfully in the past. HIGHLIGHTS: * Key to this strategy is the introduction of the Pentium 4 processor. We expect Intel to introduce the Pentium 4 in September"