Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Alan Hume who wrote (19248)	4/25/1999 4:54:00 PM
From: unclewest	Read Replies (1) of 93625

alan, the huge production ramp was always scheduled for next year. some analysts think micron's rdram production will exceed samsung's by early next year. then we have over a dozen smaller players ready to jump in. intc does not announce new products until they are shipping so your june time frame looks great to me (i have heard that dell is preparing a major new product release for early summer). it does seem a bit early though. there are other possibilities for major announcements that could drive rmbs fast and furious. a few that i can think of: matsushita should be close to announcing a variety of consumer products using rambus technology. printers, copiers, dvd, scanners, hdtv's, etc.. reh and i both think a motorola announcement is overdue. ti should have some products other than the telephone equipment ready for rdram. mips and or quaalcom should have some uses for rambus technology. intc could use rmbs with their new arm core embedded processor(this will be a much bigger market than pc's). we could see a major cell phone company pick up rambus. hdtv's will start coming out in a large way later this year. look for rdram inside. sony and toshiba could move along a little faster with the construction of their rdram manufacturing facility and start early production. we could get an announcement from a camera company. i love my new sony mvc-fd 81. i'm not sure what it has for memory. and you know allen all of the above could happen tomorrow. next year, rambus gets portables, playstation II and who knows what else. unclewest

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