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

To: Jdaasoc who wrote (53315)	9/14/2000 2:41:08 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

John, <No one knows the exact effect the P4 sales and performance will have on RMBS> How far are you looking forward? You realize that Pentium 4 won't be selling in very high volumes for the first few quarters after its release, right? (Well, actually the volumes will probably be better than 1 GHz Pentium III at its release, and 1.13 GHz Pentium III just before its recall.) The situation will become much clearer in the 2nd half of 2001, and crystal clear in 2002. Of course, by then, RMBS will have either already soared or tanked, and the game will have already been over. Tenchusatsu