Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.76

+1.2%

Nov 7 9:30 AM EST

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To: Shumway who wrote (36004)	12/27/1999 2:17:00 PM
From: Don Green	Read Replies (3) of 93625

Chips: not just for snacking anymore Merrill analyst Joe Osha looks at semiconductor stocks By Janet Haney, CBS MarketWatch Last Update: 1:13 PM ET Dec 27, 1999 Silicon Stocks Hardware Stocks SAN FRANCISCO (CBS.MW) -- The semiconductor sector has been all the rage this year with Intel, Motorola and other heavyweights pulling the Philadelphia Semiconductor Index to record heights. Rambus comments And, in the case of RDRAM (Rambus DRAM), simply shipping the (Intel 820) chip set that supports it (See related story.), doesn?t mean that people are going to build RDRAMs. They?re expensive and you?re having Dell (DELL: news, msgs) have a difficult time dealing with the prices that they?re having to pay for old main memory. So, if you look at what that means for Intel?s mixed, if they can?t get people to build RDRAM systems, then maybe it?s marginally more difficult for them to sell the high end of their desktop skew. cbs.marketwatch.com

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