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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.81+2.0%3:59 PM EST
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To: gnuman who wrote (45435)6/21/2000 5:41:00 PM
From: blake_paterson  Read Replies (1) of 93625
 
Yes, Gene for semi equip. NOT OT for this thread, IMHO. Tho' the BTB fell, bookings and shipments continue to rise, although more slowly than recent months. For empty shells, means should be on line in 2 - 3Q's. For greenfields, well, you would know better than I. In the end, will translate to increased supply and reduced DRAM prices.

BP
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