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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST
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To: unclewest who wrote (20208)5/13/1999 10:13:00 AM
From: DMaA  Read Replies (1) of 93625
 
the fact that ibm is out of the dram business

According to the WSJ, it doesn't sound at all like an established fact:

As part of IBM's steady shift to more profitable business lines, Mr. Gerstner suggested that IBM might exit the market for DRAM memory chips sometime in the next few years. The market for DRAM, or dynamic random access memory, chips has been facing considerable pricing pressure in recent years.

interactive.wsj.com
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