Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Mkilloran who wrote (35917)	12/17/1999 9:55:00 AM
From: Zeev Hed	Read Replies (2) of 93625

MK, I really do not know, I think that 2001 will be a tough year for the semi in general, they may run into overcapacity again. Taiwan and Korea are once more going on a capital expenditure binge. That said, it should not surprise me if their total RDRAM would reach $2 to $2.5 billion that year. Zeev

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