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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE
RMBS 95.57+0.7%Nov 28 9:30 AM EST

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To: Pat Hughes who wrote (455)12/30/1999 4:10:00 PM
From: jim kelley  Read Replies (1) of 2039
 
Sounds like DELL will be the first big beneficiary of the RDRAM in January. So DELL will be able to capture marketshare and still command a premium on the high end systems. DELL reports in Feb so it looks like they are going to get an earning boost by being among the first to deliver RDRAM based systems in volume.

Happy New Year!
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