Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: The Prophet who wrote (36745)	2/21/2000 2:52:00 AM
From: Mihaela	Read Replies (1) of 93625

The Prophet, Given that: NEC is merging it's DRAM operations with Hitachi on April 1, 2000, and NEC is planning to leverage its position in Rambus DRAM. Could/Shouldn't NEC put a lot of pressure on Hitachi into a quick settlement with Rambus, so NEC/Hitachi can get on with the profitable sales of the higher priced RDRAM? Samsung, NEC, and Toshiba have a lead over Micron on RDRAM production (Appleton still making his RDRAM samples). This looks like an opportunity for NEC/Hitachi and they might want to be in good relations with Rambus before the two merge their DRAM operations. What do you think? eetimes.com

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