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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE

RMBS 99.21

+8.0%

3:59 PM EST

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To: Glenn Norman who wrote (915)	2/10/2000 7:47:00 PM
From: Estephen	Read Replies (1) of 2039

DELL "customers have been buying pretty aggressively on the high-end systems.'' Rollins told Reuters in a telephone interview that the key problem in the last quarter was Intel Corporation's inability to deliver a consistent supply of high-end computer chips. ''It's getting better,'' Rollins said. ''We're not completely out of the woods on it yet, but in general lead times have come back down and therefore customers have been buying pretty aggressively on the high-end systems.'' ''We don't anticipate we're going to have any difficulty with our processors like we did in Q4,'' he said. Rollins said a balanced supply and demand environment for many computer components had stabilized prices. ''I think we're in a much more stable pricing environment now and don't have quite the swings that we saw in Q3 and Q4 in terms of availability,'' he said. biz.yahoo.com

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