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


To: Dave B who wrote (19120)4/23/1999 1:58:00 AM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Dave,

RE changing your guesses, I am not sure who is taking care of the Hi/Low list anymore.

I think the news was that Intel would support the PC133 SDRAM. Someone had said this was always expected, but I am not sure I agree with that, BICBW.

If it was not expected, then all the high end boxes that RDRAM was suppose to get 100% of will now be shared with SDRAM, thus the rev stream model has to change, thus the stock sell off.

Regards,

MileHigh