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


To: George the Greek who wrote (21528)6/2/1999 8:03:00 PM
From: MileHigh  Respond to of 93625
 
George,

I read that as well, it might be true. Others say RDRAM is doomed, this might be true as well, but I don't think so. Is Intel so stupid to do soo many stupid things? Celeron started out stupid but they fixed it mighty quick.

Also, does the true low end PC buyers buy for the "latest and greatest" graphics capabilities? I don't know...I am surely not the one qualified to answer these q's..

Regards,

MileHigh



To: George the Greek who wrote (21528)6/3/1999 12:47:00 AM
From: Barry Grossman  Read Replies (1) | Respond to of 93625
 
George,

On the other hand, Timna might be a great way to sell 500 MHz low cost pc's to the masses in mid-2000 that are less expensive than what will be available from alternatives that don't integrate all those functions on a chip. Remember Timna will be start to be produced on .18 micron technology and costs for the Timna will probably compare quite favorably to a less integrated approach. Granted that some functional flexibility is lost but if Intel can continue to create new upgraded Timna iterations, then the low end will be given a great product for a great price. Nothing wrong with that.

For the record - very long on RMBS & INTC.

Barry