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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.76+1.2%3:59 PM EST

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To: Jdaasoc who wrote (53479)9/15/2000 11:32:06 AM
From: KM  Read Replies (1) of 93625
 
Commentary from the Intel Developers Conference (Don Luskin). Bought some on this:

Rambus developers conf
9/15/00 11:24 AM ET
I'm hearing some reports from the Rambus developers conference held here in Silcon Valley over the last two days.

A major focus has been on reducing the price gap between RDRAM and regular DRAM. The gap is now 50%, and Samsung told the crowd that we can expect it down to 15% by 2001.

That could make a HUGE difference in the acceptance of RDRAM in the marketplace, especially at the low end.

Long calls, some hedged
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