Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 93.91

+1.7%

12:55 PM EST

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To: RetiredNow who wrote (33453)	10/31/1999 5:50:00 PM
From: jwebtrade	Read Replies (1) of 93625

<<Don't you take that as a sign that momentum has slipped? I do. Now is the time for a competing DRAM to make it's claim to available market share. >> The remarkable thing about Rambus is that despite all the screw ups and lost momentum, RDRAM has the infrastructure in place. Chips from at least 3 major manufacturers are available now. Production fabs are in place with more on the way. And the PC's arrive in 2 weeks. Rambus is in a much stronger position because of Intel's investment and push for the last 2+ years. That makes up for a lot of lost momentum. Rambus has made it into the batter's box. What's the competition got? A new web site? quoteserver.dogpile.com Who is in a better position? JW

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