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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: Bilow who wrote (43208)5/31/2000 6:41:00 AM
From: Dave B  Read Replies (1) of 93625
 
Carl,

Jim Handy of Dataquest, (the guy who was predicting RDRAM to run rampant this year), managest to write an entire article titled: Technology Dictates Fate of Memories without once ever even mentioning RDRAM (or DDR):
techweb.com;

What's your point? The article is about three major segments of memory -- DRAM, SRAM, and Flash. He lumps all of the DRAM types into the DRAM category without mentioning anything at all about the product mix. The main message seems to be simply that we can expect equilibrium in the market this year and shortages next year.

Dave
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