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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 3:59 PM EST

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To: Tenchusatsu who wrote (43750)6/8/2000 2:38:00 PM
From: jim kelley  Read Replies (2) of 93625
 
Ten,

You are dead on target with that comment. RMBS is currently the only pure memory play in the market. It has licensed products ramping exponentially as a result of Sony and Intel. The revenue and profits provide the fundamentals for the stock.

There is no DDR pure play in the market and no platforms based on DDR. There is nothing to discuss from an investment point of view about these other prospective product technologies. The matter can be picked up again when there is a real product based on another technology.
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