Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Jdaasoc who wrote (36118)	12/30/1999 8:46:00 PM
From: unclewest	Read Replies (1) of 93625

Sony Playstation II sales will allow RMBS to support some price range from a time frame of 2-3 years ago when major earnings were from N64 royalties. I think PSII earnings will barely offset rapidly declining PC DRAM licensing fees. The only saving grace is PS II has 32 MB RAM vs 8 MB for N64 and PS II may outsell N64 unit wise in 2000 relative to N64 in mid 90's timeframe. hi john, coupla points: rdram is in pc's now...dell is taking orders and shipping. also been told that hp is shipping. 820 chipset with 512 mb rdram can be ordered from dell right now for shipping in 46 business days...that tells me 256 rimms are about here. n64 and rdram is not a closed issue imo. unclewest today's dell source for my rdram info is shane at 1 800 474-3355 x 46493. he is there today until 9 or 9:30pm cst.

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