Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.75

+5.2%

3:59 PM EST

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To: Scumbria who wrote (39956)	4/15/2000 12:20:00 PM
From: multicollinearity	Read Replies (1) of 93625

Scumbria who wrote <Translation: The yields are horrible....The volumes of DRDRAM are small compared to SDRAM, yet the price is very high. Reports of poor DRDRAM yields abound, and have never been refuted> No one is debating that volume at this time is small relative to SDRAM, but small volume is not equivalent to a small manufacturing yield. Present volume is understandably low because we are still very early in the ramp. Your statement implies that the small volume is due to a problem with the manufacturing process. If this were true, then it would be a serious concern to a RMBS investor. All I am asking you to do is back up your claims with some evidence other than references to vague and unspecified anecdotal reports that carry little weight in the scientific community. Multico

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