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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: jim kelley who wrote (63962)1/9/2001 4:05:13 PM
From: Jdaasoc  Read Replies (2) of 93625
 
jim:
P4 ramp is not critical. It is the prospect of paying higher royalty rate on DDR than competitors which will sell in volume in 2001 for XBOX, PIII, P4, VIA and AMD processors. Crucial, a subsidary of Micron, is currently selling DDR memory at same price as SDRAM. PC demand is so slow that Micron is willing to sell any type of DRAM to anyone even at a loss.

john
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