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

To: Bilow who wrote (55414)	9/26/2000 10:37:05 PM
From: Steve Lee	Respond to of 93625

re "Has anyone else noticed that whenever Rambus has bad news, the bulls come out and claim that it is old news? When Intel added DDR to the desktop, the bulls had all kinds of reasons why it was old news, but that didn't fool the dozens of journalists who reported otherwise" including links to old posts and an Intel exec saying it was old news. Of course, the real confusion here is that Willamette was slated to be RDRAM only, but DDR was always promised for other versions of P4. Unless you have worked on the P4 inside Intel Corp, you will never really know what came under the Willamette umbrella and what didn't, cos Intel never comments officially on codenames. You seemed to be assuming that Willamette=P4. That was a false assumption, and the root of your confusion.