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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST

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To: Rosemary who wrote (19761)5/9/1999 12:29:00 PM
From: unclewest  Read Replies (1) of 93625
 
It won't be AMD that finally gets Intel to move. It will be the threat of DDR. That's why we are getting these sudden press releases from both camps.

good point. i agree that ddr is important. i agree that ddr will have a place short-term. i am hanging on the rambus ceo's statement that ddr can't compete with rdram long-term and the sony ceo's statement that high speed ddr is unstable and sony won't use it.

it may be a war as you say.
intel, samsung, hitachi, matsushita, micron, vlsi, sony, toshiba, fujitsu, infineon, mitsubishi, nec, oki, vanguard, winbond, are all rambus allies. i believe we are on the strongest side. i don't think it will be a contest. i think every rdram that the world can produce for the next few years will be sold as fast as it can be put in a device.
unclewest
ps. happy mom's day

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