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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 3:59 PM EST
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To: Mark Oliver who wrote (7767)4/8/1999 7:16:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
Mark,

I'm not sure that it would have a noticeable effect on the DRAM makers. i.e. - PCs will still be ordered with whatever memory works.

So I wouldn't see a direct affect on most equipment makers.

As I understand it, testing RDRAM chips might be beyond the capability of the existing base of test equipment. I further believe that TER is the leading supplier of testers that are adequate fro RDRAM.

So a significant delay in RDRAM might cause some slippage in TER's bookings.

But that's just a WAG.

Ian.
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