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

To: gnuman who wrote (49688)	8/14/2000 11:51:24 AM
From: jim kelley	Respond to of 93625

What is your position in Rambus stock?

To: gnuman who wrote (49688)	8/14/2000 2:37:58 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi Gene Parrott; Like some of the Rambus longs, I had thought that Intel had planned an improvement for the memory performance of the i820. I seem to recall that it was cancelled about 6 months ago, but I haven't found a link yet. In any case, the implications that Intel has not respun the i820 is a clear indication that either the memory interface is good enough (but not good enough to beat PC133), or that Intel is not interested in furthering the i820 product. And yep, these are the only possible interpretations. (G) The thing I've found really funny is Rambus bulls claiming that the news that Intel is going SDRAM for its mainstream P4 is old. That's like saying that the news that RDRAM isn't going to make it into the mainstream in 2001 is old. In other words, RDRAM is dead, dead, dead, and this is old news. I did find this, from May 1, 2000: The largest factor promoting RDRAM remains Intel's unwavering support. Intel is the only company selling a chip set that supports RDRAM, and its upcoming, high-end Willamette processor is expected to run only with RDRAM. techweb.com -- Carl