Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.17

-1.2%

Dec 23 3:59 PM EST

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To: Tom Gebing who wrote (8767)	10/18/1998 9:53:00 AM
From: MileHigh	Read Replies (1) of 93625

Tom, Well said. Also, I have been reading that the next wave of DRAM products will be more differentiated and less commodity oriented. INTC is also concerned about production availability for RMBS. RDRAM will require new back end test equipment and new demands on the DRAM players. They did not see the DRAM players moving quick enough in terms of infrastructure implementation so they gave MU "a little push". Alan, These are a few of the reasons I think INTC bought a chunk of MU. I posted an article yesterday that outlines RDRAM availability concerns. Even if the OEM's started to order RDRAM in quantity, the DRAM players are only ready to produce so much and MU is the #2 DRAM player and they have been hesitant to adopt RDRAM standard because of the royalty issue. Intel fixed that. Also, an additional investment in RMBS by Intel would not have sped up the adoption and DRAM players infrastructure concerns. An investment in the DRAM players themselves will certainly influence the speed in which they adopt and produce RMBS architecture! MileHigh

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