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: Barry Grossman who wrote (8857)	10/22/1998 12:37:00 PM
From: Roads End	Read Replies (1) of 93625

Barry...I don't believe the equipment has been sold let alone built yet to any extent. I don't think HWP carries an inventory of these things that can be shipped tomorrow. Heck they just announced it will be available. In fact no one has inventory. You want one, you are going to wait 4 or more months to get it then the lag ot get it installed. That is what the worry is going into the 3Q99. All the news posted on this thread indicate that when demand ramps up the lag to fulfill capacity will be because the infrastructure is not in place. That is why INTC invested in MU, so they could get the necessary equipment in place. If all the other chip producers had been buying this equipment availability would be assured and INTC would not have made this move. All this is just my opinion deduced from reading the hundreds of articles and thousands of posts made on this thread. Steve

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