Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: BillyG who wrote (740)	8/7/1997 9:42:00 AM
From: Jeff Jordan	of 93625

Getting bearings....I just wanted to post some old news as a reminder to where this train is going and why. " A 1990 startup,Rambus expects about 15 percent of the Intel-based desktops shipped in the last year of the decade to use its RDRAM technology, rising to 35percent in 2000 and about 65 percent in 2001. That scenario means that memory-chip makers, once the powerful bellwethers of the semiconductor industry, must license Rambus technology and start volume 64-Mbit RDRAM production in the final quarter of 1998-not much time for any companies that have yet to start a Rambus program. Today, only two DRAM makers, NEC and Toshiba, have experience making Rambus DRAMs in quantity, and they have been making only 16-Mbit parts. The impact of the Intel-Rambus connection on the DRAM industry promises to be immense, prompting fears that one of Asia's remaining technology strongholds is about to become little more than a caboose on the Intel-Rambus locomotive." As you now know many important companies have recognised this also and are now ready for the long haul.

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