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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: richard surckla who wrote (34914)11/20/1999 11:25:00 AM
From: TigerPaw  Read Replies (2) of 93625
 
elaborate a little more
Only a little more, I have been to presentations from three computer OEM's in which they show their plans for next fiscal year. It covers upcoming periferals, standards, USB, firewire, and the platforms they expect them to run on. Memory is one of the items in the specs. RIMMs were specified on every platform except the very low cost and the memory intensive servers & workstations. The companies can of course change their mind and their plans, but that is disruptive to the whole supply chain.
TP
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