Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

Nov 17 3:59 PM EST

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To: Mihaela who wrote (13796)	1/19/1999 12:55:00 PM
From: mauser96	Read Replies (2) of 93625

The 30% penetration into the PC market by the end of this year is far more than I anticipated, and seems a bit optimistic. Personally I would be happy with 15% Could this news have a impact on the high end PC market? I know I won't be buying a PC now if I can get one with RDRAM 6 or 9 months from now, especially because any increased costs associated with the memory will be balanced by cost reductions in other components. Also the delay in new MSFT software could have the same effect of tending to concentrate high end PC sales to the end of the year. Any comments?

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