Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

3:59 PM EST

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To: Joe Donato who wrote (42698)	5/21/2000 11:40:00 PM
From: Zeev Hed	Read Replies (1) of 93625

Joe, that is why I said "recent history", they pulled out of DRAM a long time ago. By the way, I do not see their withdrawal from the DRAM market as a failure but as a very wise decision to concentrate their resources so as to become the dominant player in the high margin part of the chip business. It took TXN a long time to recognize that strategy and finally last year they sold their DRAM operation to concentrate their resources in the higher margin DSP market. Remember, INTC is still in the very high margins flash business. Zeev

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