Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.02

-0.5%

Jan 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gnuman who wrote (61074)	11/13/2000 11:19:58 AM
From: jim kelley	Read Replies (2) of 93625

Actually, it looks like AMD bet the farm on a unstable product. In addition, it looks like Taiwan has also bet the farm on DDR. Yet none of these companies is able to field a credible product. Micron is now confined to the commodity segment of the DRAM market and is badly lagging in leading edge memory technology. Team DDR is in serious trouble and that will become even more apparent this week. AMD will be pushed back into the low end of the market. It is probable that the P4 will dominate the middle and upper end of the desk top market within 1 to 2 quarters. DDR is flawed. JMO

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next