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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.62-1.8%2:17 PM EST
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To: Daniel Schuh who wrote (57052)10/8/2000 12:15:29 PM
From: sylvester80  Read Replies (1) of 93625
 
Daniel,
RDRAM is alive and well which is a lot more than I can say for DDR. Clearly DDR has been dead dead dead. Still no memory in the channel, no PCs in the channel, no mobos in the channel. 90+% of all PC workstations are now RDRAM based. 0% of all PC workstations are DDR based. DDR is dead dead dead. And now we are seeing heavy penetration of NEC RIMMs in the channel. No longer just Samsung. NEC is picking up steam fast.
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