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Politics : RAMTRONIAN's Cache Inn
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To: pat mudge who wrote (7182)12/20/1999 10:02:00 PM
From: Harvey Allen  Read Replies (1) of 14464
 
Picked this out of a piece on RMBS but it shows the benefit of the CY/RMTR alliance.

----------------------- snip --------------------------

The focus on the communication industry will be a great
opportunity for RMBS as well. The overall market for
communication integrated circuits (IC) will be very
strong in the next few years. What really helps RMBS is
the fact that the ASP and price stability of silicon
solutions for communication IC?s is much greater than
that exhibited in the commodity DRAM market. Part of
the concerns for INTC and others is the premium price
required for RDRAM. Given the resurgence in DRAM prices
from this summer, INTC may be worried about the overall
cost of the chipset, especially since the ASP of
computers has been going down the past couple of
years.

----------------------- snip --------------------------

streetadvisor.com
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