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

To: capt rocky 1 who wrote (59627)	11/1/2000 2:08:04 PM
From: Jim McMannis	Respond to of 93625

RE:"ok,once again sloooowly so you can grasp it. intc P IV due this month will use rdram exclusively. does that sound like intc is dropping rmbs" Rocky, Intel has no choice to release P4 with Rambus. That's the only chipset they have for it. I takes at least a year to develop a new chipset. They probably started designing DDR and SDRAM chipsets for P4 3-6 months ago. So look for one in 6-9 months. Meanwhile VIA will have one ready in less time. The volumes in P4 won't be that significant for at least 1-2 quarters anyway. Jim