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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: Jdaasoc who wrote (39110)4/2/2000 9:15:00 AM
From: Techplayer  Read Replies (1) of 93625
 
This is an excerpt from SSB's Semi beat dated 3/31. does this jive with other reported assessments?

"Meanwhile, interest in Intel's 820 chipset, which supports Rambus (RMBS, NR) DRAM, remains scarce. Most continue to report RDRAM is selling at a 2-3X price premium. Micron and most other major DRAM producers continue to hedge their Rambus bet with PC-133 and DDR, both of which appear to be building in volume. "

thanks,

tp
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