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Author: rwmcnab Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 37  
Subject: 2nd thoughts on RamBus Date: 8/19/1999 10:52 AM
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Wanted to comment on RAMB.

Intel may be pushing RAMBUS for PCs, but the rest of the industry is dropping it for PC133, and intel probably will too for the short term. RamBus is taking too long to come to market, and they are expecting that in mid-2000 to get cheap enough. Too Late. The PC133 standard being pushed by VIA can already hit the bandwidth at half the price ( A BIG DEAL ).

The stock price has fallen, but the floor is yet to come. I would wait until very early next year to see where the industry is leaning. I have a feeling it won't go RamBus for mainstream PCs, if non-intel PC makers gain power (like VIA will with its acquisition of Cyrix). Intel will continue with RamBus because it makes for good marketing on workstations and servers.

I think I'll buy FRND. HA!


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