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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.73+0.5%12:54 PM EST

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To: richard surckla who wrote (48245)7/29/2000 9:44:53 AM
From: Scumbria  Read Replies (1) of 93625
 
Richard,

Mitsubishi May Follow Oki Into Rambus Fold...

Semico, however, believes ... Mitsubishi may withdraw from the PC DRAM market.


Rambus is getting some killer licensees. Hiatchi and Mitsubishi both appear to be exiting the DRAM business. Oki sells almost no SDRAM, and Toshiba manufactures the PS2 Emotion engine.

If companies are not planning on selling DRAM, there only motivation for signing would be positive financial incentives. It smells rather fishy around here.....

Can I expect your usual carefully thought out response?

Scumbria
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