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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: sam who wrote (23686)6/25/1999 2:35:00 PM
From: jopawa  Read Replies (3) | Respond to of 93625
 
>>FWIW, CNBC reports that RMBS is falling in sympathy with MU. Huh?<<

sam,

If DRAM prices continue there freefall, RMBS royalties drop also. Not too hard too hard to figure that one out.<gg>

John




To: sam who wrote (23686)6/25/1999 6:17:00 PM
From: Estephen  Read Replies (1) | Respond to of 93625
 
Rambus falling in sympathy with MU maybe part of it but, there is no relation between mu's loses and rambus's current outlook. MU lost money because of a glut of sdram. There is a shortage of high margin rambus parts. If anything, the glut of sdram will facilitate the switch to rambus. Where the money is.


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