Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ALTERN8 who wrote (47902)	7/26/2000 3:10:47 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

From Fred Hager (Yahoo post)... From FredHager.com by: once_a_lawyer (32/M/Boston, MA) 7/26/00 2:53 pm Msg: 140803 of 140826 Update from FredHager.com I'm not going to copy the full text here (fredhager.com subscription is $300/yr.), but here is a summary of a message from fredhager.com staff, posted this afternoon: Recent news re Pentium 4 doesn't change outlook on Rambus (price target: $500 by 2003). Some possible reasons for Intel's actions are that (1) It is in Intel's best interest to prevent Via from gaining foothold in low-end Pentium 4's; (2) given current RDRAM prices, there is no other way to push Pentium 4 into low-end computers right away, and offering cheap SDRAM solution will allow Intel to compete with AMD; and (3) forcing memory makers to use only Rambus in all Pentium 4 models might raise antitrust concerns (for Intel).