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: Estephen who wrote (19256)	4/26/1999 12:10:00 AM
From: shrinks	Read Replies (2) of 93625

If the board makers in Taiwan continue to push the 133 Mhz SDRAM and Intel slips again I think Rambus could be in trouble. - the DRAM manufactures do not want to make Rambus and would rather stick with the SDRAM's, much easier to make and lower cost - most of the PC growth is in the sub $1k boxes and this segment will not support a memory technology that add's hundreds of $$'s to the the cost of the box - a lot of the box makers are not happy with Intel and would love an opportunity to beat Intel on this issue IMHO, regards

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