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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.04+1.8%3:59 PM EST

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To: Nick Papa who wrote (11200)12/6/1998 5:23:00 AM
From: REH  Read Replies (2) of 93625
 
DDRAM: what if Intel does not support it? game over for DDRAM

RDRAM: "could fail if Intel, OEM's..... does not deliver according to expectations" - my money is on Intel and the others (Samsung, LG Semicon, Toshiba, Micron et al to deliver.

VHS vs Beta? history will repeat itself

Market-share: Nobody expects Rambus to capture 100% of the market. Dataquest expects up to 60% by 2001 - leaves plenty of room for others. The message: Rambus will dominate!

LU and MOT: any annoucement from these guys will take us through the roof and I still expect this by Christmas (nice present).

Party: goto mckenziewebster.com
you are all welcome!

reh/long
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