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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: Tom Gebing who wrote (16612)2/24/1999 3:48:00 PM
From: Dave B  Read Replies (1) of 93625
 
Tom,

Thanks. This paragraph was the one I found to be the best news (plus the estimated earnings for 2000 at $1.40 which is $.21 higher than the highest estimate listed in the First Call Earnings Estimate report that Schwab sent me yesterday):

Overall, Intel reiterated both its short and long-term commitment to transitioning the PC industry to RDRAM as the only next-generation PC main memory standard. The company reiterated its rationale for choosing Rambus over the competitors, including DDR and 133 MHz SDRAM. In Intel's opinion, only Rambus has the technology headroom, the system performance and the system cost characteristics to be the right choice as the primary next-generation PC main memory architecture.

Dave B
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