Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.08

+2.4%

Dec 8 3:59 PM EST

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To: pompsander who wrote (42738)	5/22/2000 1:04:00 PM
From: jim kelley	of 93625

POMP, With the GTW, etc. offering announced this week, it seems clear that we are not getting an accurate picture of the actual RDRAM production from the news media. None of these OEM's are going to announce product without a solid supply of RDRAM already negotiated. They have to deliver in at most a week or two. I suspect that RDRAM production is already higher than we have been led to believe by these skimpy news reports. Moreover, the announcement of RDRAM 820 PCs by second and third tier manufacturers indicates the the supply of RDRAM is sufficient for their entry into this fast growing market. JK

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