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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.17-1.2%3:59 PM EST

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To: Tom Gebing who wrote (8767)10/18/1998 11:09:00 AM
From: unclewest  Read Replies (1) of 93625
 
RMBS, MU,INTC
i totally agree with your assessment. by investing in mu, intc is assuring themselves of a ready local supply of rdram. remember the korean samsung has screwed intc in the past. i think mu and intc are exc long. but the purest play for rdram remains rmbs.
i have been reading so much about pc's using rmbs. i wonder if the other uses ie. cell phones, hdtv etc., are going to be the real profit centers. can you imagine rmbs technology in your pc, gps, phone, tv, the royalties will go on and on.

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