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

To: froland who wrote (73822)	5/29/2001 12:29:27 AM
From: Estephen	Respond to of 93625

How wrong analysis can be.... Analyst Linley Gwennap said "it is going to be an interesting couple of quarters. I'm not sure that the high prices for RDRAMs are holding back P4 sales right now. But the DRAM industry has to pull off a steep ramp over the next few quarters to meet the goals that Intel has set with the P4. To move that processor into the $1,000 to $1,200 desktop market — I don't think you can do that with Rambus anytime this year........... "At this IDF, Intel was not wishy-washy about their support for Rambus. They came out and backed Rambus and said, 'We don't think DDR will fly in the mainstream desktop market,' " Gordon said. "Sure, they have a backup strategy with DDR; but for the first time in a while, they said, 'This [Rambus] is the deal.' " At the IDF memory track, MacWilliams' remarks about DDR were "things that some people didn't want to hear," Gordon said. "But my reading of the situation is that the most important thing for Intel is the P4, and they are not going to let anything compromise that ramp. They will do anything they have to do to accomplish that, including rebates, investments in the DRAM vendors, whatever it takes." planetit.com