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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.49+0.1%3:24 PM EST

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To: ALBERTO who wrote (9328)11/9/1998 6:22:00 AM
From: unclewest  Read Replies (1) of 93625
 
hi alberto,
re your ?s:
i don't think rmbs product acceptance is based on economic conditions. rmbs has already been proven and accepted by the major players in the computer industry as a clearly superior product that solves a speed bottleneck in memory use. it does cost money. so does every other part in your pc. so has every other improvement in your pc.
the list of companies who are on the rmbs bus is very long and strong.
we are not talking about a new product in development here. rmbs has been fully developed and proven for years in several consumer products. it is now in the breakout phase. intel's concern is that the demand for rmbs is going to skyrocket as soon as it hits the pc market over the next few months and the manu's may not be able to supply sufficient rdram initially. they gave mu $500,000,000.00 last month to ramp up production because they expect the demand to be there. ask yourself this. if you could buy a major speed improvement to your new pc for $20 how fast would you make the decision?
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