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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST
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To: sylvester80 who wrote (53995)9/19/2000 10:38:50 AM
From: chic_hearne  Read Replies (1) of 93625
 
RE: That means commercial PC OEMs will make their big DDR launch in mid-2001.

Sylvester,

This coincides with peak production of DRDRAM. Then it's all downhill for DRDRAM from there.

Even with no BIG quantity of DDR for about a year, DRDRAM production will still not ramp to meaningfull quantities because it's already dead.

chic
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