Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: Thomas C. Donald who wrote (10650)	11/30/1998 2:24:00 PM
From: Dave B	Read Replies (1) of 93625

DDR DRAM will become a significant issue only if Intel makes it a significant issue. If they don't, it won't. Success is not building a better (or comparable) mousetrap. Never has been, never will be. It's about out-hustling the other guy; out-marketing, out-selling, out-R&Ding (okay, that last one was a stretch). Rambus is doing too many of these too well. As long as they keep Intel very happy, they'll win. They may not win in every single itty-bitty market segment, but they'll win the big ones. Intel will see to it. Ride it while you can. David B

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