SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jbn3 who wrote (20991)5/28/1999 5:39:00 AM
From: unclewest  Read Replies (1) of 93625
 
here comes the fud. see delay

theregister.co.uk

i think this reporter just found out that intel announced a 90 day delay in feb and rmbs is being released late 3rd q. then he figured well there won't be much around till 4th q. the latest projections call for rmbs in 5-10% of pc's by the end of the year.

i really liked tom's post yesterday that the the ddr camp pessimistic forecast projects rmbs in 55% of pc's in 2001. i will say it again that pc's will be only 1/3 of rmbs revenue stream. the rest will be 15% servers and 50% other uses.
unclewest
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext