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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 115.18-7.7%Jan 23 9:30 AM EST

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To: Estephen who wrote (3862)4/19/1998 6:14:00 PM
From: SteveO  Read Replies (4) of 93625
 
Here is a link to a 4/20/98 article that discusses some DRAM and OEM co's leaning towards SLDRAM instead of Rambus. I believe its worth reading the whole article. Hopefully most of this has already been reflected in last weeks price drop.

techweb.com

On a brighter note, Intel's developer site still indicates Rambus is the future for its next gen processors. There is even a graphic showing DRAM co's production timeline for Direct RDRAM (but don't know how credible it is).

developer.intel.com

fwiw,

Steve
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