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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Mannie who wrote (10266)10/29/2000 10:46:32 PM
From: Voltaire  Read Replies (1) of 65232
 
Hi Scott,

As I am sure you know, it is mostly FUD but even if it is not, RMBS will get 4 to 5% royalties on DDR as opposed to maybe 1 to 2% on RDRAM.

In the end it will be win win for RMBS.

V
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