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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.35+5.3%Dec 19 3:59 PM EST

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To: Don Green who wrote (65684)2/9/2001 7:54:29 PM
From: Bilow  Read Replies (2) of 93625
 
Hi all; Electronic News reports Toshiba says RDRAM to hit "ceiling" in September...

“Nobody is going to want to produce Rambus and sell it at the same price as PC 133 (SDRAM),” Stitt said.
The number of RDRAM chips coming off Toshiba’s lines should peak at 8 million per month in September when demand for RDRAM is expected to hit its ceiling, Stitt said.

electronicnews.com

In other words, don't look at Toshiba's 8 million per month production of RDRAM as the first step in an RDRAM take over of the industry. Instead, look at it as the best that RDRAM will ever achieve at Toshiba.

As far as RDRAM getting as cheap as SDRAM, don't bet on it. "Nobody is going to want to produce Rambus and sell it at the same price as PC133."

BWAHAHAHAHAHAHA!!!

-- Carl
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