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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: vc21 who wrote (56790)10/6/2000 5:05:35 AM
From: John Walliker  Read Replies (2) of 93625
 
vc21,

BTW, DRAM spot seems to have stabilized. The same can't be said for MU. Maybe this slide does have something to do with MU's legal problem and ultimate demise from the memory business. The market has spoken. 28 billion dollars and counting.

Everyone seems to have forgotten that Micron already has a license to make RDRAM. Whatever happens in court and afterwards they will still have that, so they will hardly be pushed out of the memory business. Its just that they might ONLY be allowed to make RDRAM.

John
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