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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST
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To: pompsander who wrote (41249)5/2/2000 2:37:00 PM
From: Mohamed Saba  Read Replies (1) of 93625
 
Pomp,

<I am sure the debate will rage into next year and beyond>

I think that by the time:
1 - INTC introduces the Willamette,
2 - RDRAM's drop an additional 50% in price,
3 - AMD introduces RDRAM's, and
4 - Micron starts volume production

the debate will subside a lot. Actually it will be reduced to whether DDR will have 6 or 10% market share in 2001.

All four items will be history come December.

Mohamed
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