Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: jim kelley who wrote (42496)	5/18/2000 4:11:00 PM
From: Bilow	Read Replies (1) of 93625

Hi jim kelley; It is true that it is all about money. And lots of it. The memory industry is about $30 billion per year. A quarter's revenues is about $7.5 billion. If Intel wants to buy 10% of that memory, it would be $750 million. But RDRAM costs 2x SDRAM, (or more?), so the memory makers are probably holding out for more like $1.5 billion. This is starting to sound like real money. -- Carl

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