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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.37-0.3%Jan 8 3:59 PM EST

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To: jetcityrandy who wrote (36948)2/10/2000 1:19:00 PM
From: Dave B  Read Replies (1) of 93625
 
Randy,

Re: Communications wins.

There should be announcements this Summer, but Tate said that they're several years away (2-3) from those becoming a revenue stream. He sized the markets at $100B for DRAM and associated logic chips and $150B for communications markets.

Sorry for not posting the summary yet, but I have some focus groups I'm trying to prepare for tonight and only keeping an eye out for specific questions. It'll probably be tomorrow before I can type up my summary.

Dave
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