>>As you have pointed out before, news of this type usually takes a couple days to be factored in with Rambus. <<
tst,
correct.
let us not underestimate the power of this news. we now have confirmation from the premiere boxmaker "dell" that they will use rambus memory systems.
first we had the dram mfrs lining up one by one and announcing rambus rdram production. then we had all the big connector mfrs announcing rambus products. in there we had intel who makes 83% of the world's chipsets announcing they will only support rambus memory. many thought rambus would only be in high end, then intel announced timna a low end chipset only supporting rambus memory to be released next year. in the past few weeks intel, sony, toshiba, samsung, nec, hyundai, lg semi, siemens, hitachi, ibm have all made big announcements on the rambus.
dell as usual is first with the best. the others will follow. they have to.
nice of edelstone at morgan stanley to give us a $150 share price, and he said he saw lots of room for upside from there.
unclewest |
