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

To: MileHigh who wrote (17598)	3/23/1999 11:00:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

>>But again, this could set up nicely for DRDRAM intro, assuming the tech issues get resolved. The PC industry has got to latch onto something to sell more boxes, and perhaps it will be RDRAM this fall!<< That's right. For RMBS it could definitely become a positive, especially if the RDRAM supply issues are solved. But in the meantime, it could get nasty for INTC and the boxmakers if PIII doesn't sell according to plan. Of course the PIII chip prices can always be cut to induce buying, but if that happens it will be perceived like Celeron was initially, could be deja vu all over again.<g> bp