Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: unclewest who wrote (12640)	1/8/1999 1:29:00 PM
From: MileHigh	Read Replies (5) of 93625

Thread, The concern now for me is that if the DRAM manu's are scrambling to just meet current demand, then how can we expect the "new" RDRAM product to be fit into the already tight manufacturing cycle? Make sense? That is, if they are backlogged now (or going to be very soon) do they have capacity and time to start producing RDRAM? Or have they already planned for this? I do not want to see management say that "due to current capacity constraints, RDRAM will be delayed until more capacity comes on line" This could be the reason for the selloff this AM. I may be totally wrong, but I would appreciate comments from those more in the know. MileHigh

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