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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.88-0.8%3:59 PM EST

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To: Bill Harmond who wrote (50672)4/15/1999 5:42:00 PM
From: KeepItSimple  Read Replies (2) of 164684
 
>I may miss Rambus after this,

Are you getting out of Rambus? Almost all the major mem manufacturers are sampling their own 133 mhz sdrams, gearing for production in 4th quarter.

The ram business is ultra-low-margin and the japanese memory giants arent going to pay rambus a 30 percent royalty on a product they can design in their factories for zilch.

Rambus is toast. The only thing left is for Intel to eat the 1 billion investment they made in rmbs, and the GAME OVER sign will appear.

After that, the only revenue they'll have left is selling 8 meg ram chips to Nintendo for 7 bucks. :)
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