Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.11

-0.4%

Dec 26 9:30 AM EST

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To: MileHigh who wrote (10121)	11/23/1998 11:49:00 AM
From: blake_paterson	Read Replies (2) of 93625

Mile: re: heat problem. Given the timing, is it likely that most RDRAM production will be on 0.18 micron (vs. the current 0.25) dies? In which case, per Paul E, the heat problem will be reduced somewhat. In my view, heat and power are the two technical "risks" left w/ this stock, assuming the marketing / product positioning continues to be flawless. JMT, FWIW. BP

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