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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.93-3.6%Feb 10 3:59 PM EST
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To: MileHigh who wrote (12713)1/9/1999 11:33:00 AM
From: wily  Read Replies (1) of 93625
 
>>Assuming that there is significant demand from OEM's

Definitely. I put the question to Carl kind of nebulously so that he could simply portray RDRAM from the perspective of a manufacturer's cost vs. profit considerations, which is his expertise.

Now, with the new articles that REH posted this morning the technical difficulties of RDRAM production/ramp are starting to loom bigger and I'm wondering if this is what we were seeing in Friday's stock action. I still have to re-read and digest some more.

wily/long&nervous again
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