Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.11

-5.0%

10:42 AM EST

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To: Scumbria who wrote (22628)	6/16/1999 12:15:00 PM
From: Zeev Hed	Read Replies (1) of 93625

Scumbria, while the execution on the Camino has been poor, it is a rational entry since it can generate the massive markets required to go down the "learning curve" and bring the costs (and thus prices) down, this will open additional market that might better use the unique attributes of DRDRAM. From a marketing point of view, the Camino is actually pretty good. Lets hope they do not develop additional delays. Delays will mean a lot of inventories and that is bad for everyone. Zeev

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