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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.64+2.8%3:59 PM EST
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To: Alan Hume who wrote (9292)11/6/1998 4:36:00 PM
From: MileHigh  Read Replies (1) of 93625
 
Alna,

Understood and agreed! I posted that article because John and I were having a friendly argument as to whether the RDRAM infrastructure is currently in place....That article talks a bit about the DRAM manu's not making the needed cap ex's due to severity of the recent DRAM downturn and so on...thus causing supply to be constrained "initially" and prices to be a bit higher than when full ramp is achieved.

My point was simply that the DRAM manu's are draggin' their feet due to tough times.

Regards,

MH

PS- Wouldn't it be nice if we started seeing "Rambus Inside" campaign!!

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