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

To: Dave B who wrote (61510)11/19/2000 6:17:21 PM
From: Zeev Hed  Read Replies (2) | Respond to of 93625
 
Dave, and exactly the "side" I have been claiming is at the heart of INTC's strategy. AMD is indeed going to feel the ASP decline pinch when they lose back the short term advantage they had at the high end. I don't know how try and go much beyond 1.4 Ghz without the bu$$. Of course, DDR might save the day for AMD, but it is still somewhat under the the horizon line.

Zeev

Gee, that must have been my first non political post here in weeks..., how refreshing


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