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: Jim McMannis who wrote (58998)	10/27/2000 12:27:06 PM
From: froland	Read Replies (1) \| Respond to of 93625

P4 Official Intro Next Month. Barrett also states his comments last month regarding RDRAM being a mistake were directed at the cost/availability of RDRAM as related to the low cost Timna project which was scrapped. His issue was not a general issue with RDRAM, it was specific to RDRAM cost/availability necessary to make the low cost Timna project cost competitive. To rephrase Barretts comments. "INTC made a mistake thinking that by investing billions in various memory makers to insure RDRAM cost/availability, the memory makers would work in good faith to insure RDRAM cost/availability. Had INTC known ahead of time the memory makers would collude to delay and restrict RDRAM availability, INTC would not have made the initial investments and would have used SDRAM for Timna". Read the article here: news.cnet.com froland.