SI
SI
discoversearch

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: Zeev Hed who wrote (55784)9/29/2000 12:35:11 AM
From: jim kelley  Respond to of 93625
 
It may be correct but then again it may not be.
There is no confirmation.

November will be too late for CPQ and the retail channel but not too late for DELL, GTW and some of the direct manufacturers.



To: Zeev Hed who wrote (55784)9/29/2000 11:52:52 AM
From: Dave B  Respond to of 93625
 
Zeev,

November is too late for the hot Christmas season, I would be upset for missing it as well.

P4 systems are not really Christmas items. The people who want them are going to buy them when they come out regardless.

The lower PSII production probably has a larger effect on RMBS than the P4 "missing" the Christmas season.

JMO,

Dave


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News