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Technology Stocks : MARIMBA / RAMBUS
RMBS 108.58+8.5%Nov 5 3:59 PM EST
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To: Timothy Liu who wrote (17)3/14/1997 1:02:00 PM
From: Obewon   of 99
 
Tim,

I was wondering how much you know about the Rambus/Intel relationship and how much you can reveal. I assume you work with their technology. Just how good is it? I read their S-1 (most of it anyway!) and they mentioned two separate efforts by semiconductor makers that would eventually compete with them (Double Data Rate SDRAM's and SyncLink). Do you know anything about them? They also mentioned "embedded DRAM" as another threat. Any opinion?

Obewon :)
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