Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Shibumi who wrote (17870)	3/26/1999 6:15:00 PM
From: abuck95	Read Replies (1) of 93625

Shibumi about the Micron statement posted here yesterday. Your notes on them milking present technology sound good to me. As for the roll out of RDRAM Samsung appears to be the leader with a 4 to 6 month lead time on Micron. I get the feeling Micron is talking down Rambus in hopes of pressuring OEM into forcing INTEL hand, and giving them the necessary time to catch up. Everyone wants to be #1 and if Samsung can aggressively play their position, who knows how long they can maintain a competitive advantage on Micron. At some point I would think Intel would tell them to shut up and get to work. Good Luck abuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next