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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.08+2.4%3:59 PM EST
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To: Scumbria who wrote (49594)8/13/2000 2:02:29 PM
From: jim kelley  Read Replies (1) of 93625
 
Actually my numbers indicate that RDRAM is currently doing somewhat better than forecast at the beginning of this year.

The New 1.1 Ghz PIII will benefit from the RDRAM even though they still rely on the slow FSB. You can figure RDRAM consumption will double this quarter and again next quarter. The 820 and 840 are tightening their grip on the workstation and the high end desk top markets. This volume of sales will be augmented by the P4 which no doubt will be sold out from day 1 and the PS-II sales.

:)
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