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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 (17516)3/20/1999 1:24:00 PM
From: MileHigh  Read Replies (2) of 93625
 
uncle,

Here is an example of how I read something:

1- This is not rousing support for RDRAM.
2- They will only make RDRAM for Mitsubishi; not for everyone, all the time, and shipped everywhere
3- They do not even intend on licensing RDRAM until the dust settles.

I am not saying this is bad news, but I do not think it is great news, just so-so news. I use it as an example of how one might read that passage and get real excited, while I read the article and do not get real excited. It is all a matter of interpretation. Make sense?

Regards

"This year, we will only have a small amount of capacity for Direct RDRAMs," Tsai said. "But it is our plan to have enough capacity for Direct RDRAMs in place to meet market demand by the year 2000. We will only make these DRAMs on a foundry basis for Mitsubishi. We do not intend to license the technology from Rambus until Rambus owns a 40% or 50% share of the market."

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