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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (88885)7/1/2002 2:00:22 PM
From: mishedlo  Read Replies (1) of 99280
 
Zeev what do you make of the BU$$$.
Lots of good news. JNPR and CSCO using RDRAM in routers. Now something with TXN.
It is starting to look to me as if they can survive without DDR or SDRAM royalties. Technology has to be better than DDR or people would not be using it.

Sure wish I had an OB in at $3.

M
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