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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: pompsander who wrote (41461)5/6/2000 8:13:00 PM
From: pompsander  Read Replies (3) of 93625
 
I have a question. Since Intel pumped millions of dollars into Micron in order to get them to produce Intel's desired choice of memory product (RDRAM), and Micron still can't seem to get it together, or won't get it together, I wonder if Intel will have a come to Jesus meeting with the boys from Boise. Produce or return the capital infusion, with interest. (Of course, I don't know the terms of the cash infusion, but I have to think Intel has some leverage there). The AMD can pump the same money into Micron so it can produce DDRDRAM.

Seriously, it seems strange that Intel has been quiet about getting nothing for its money. For Rambus to succeed the price needs to come down. Increased production will accomplish that. Now is the time with Willy due out in a few months to establish that increased production.

Micron==Are you listening?
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