Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 89.89

+2.5%

3:02 PM EST

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To: Victor Lazlo who wrote (41235)	5/2/2000 9:23:00 AM
From: blake_paterson	Read Replies (2) of 93625

VL: Very interesting update from Asia today, courtesy of tech_future200x of the Yehaw! board: eb-asia.com Distilled: DRAM pricing to soar next 2 Q's. Output to follow. Samsung focusing on higher margin RDRAM, but y/e estimates are lower than I had thought. Talks about Micron ramping up. Sez DDR will be stuck at 8% max market share (confirms servers only). Good stuff. I wonder how high will SDRAM margins go? BP

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