Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: jopawa who wrote (7242)	9/17/1998 9:36:00 AM
From: REH	Read Replies (1) of 93625

I don't think Rambus gets royalties from Hitachi Cable. The news in that story is that the entire infrastructure around RDRAM is falling into place - the momentum is awesome. This is the key - they have manufacturers lined up (98% of the leading semi's), test-devices ready, validation program in place that the OEM's love, Intel backing only RDRAM for the future............ and........I'm sure there's some big names that are about to sign or have signed (but not announced) that will further fuel this momentum. The joker short term is the overall market - Asia needs to deal with its problems, IMF needs to be restructured, US needs to reduce rates and Clinton needs to make a serious come-clean speach saying he f... up! just my dime reh

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