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

To: jopawa who wrote (23687)	6/25/1999 2:42:00 PM
From: sam	Read Replies (1) \| Respond to of 93625

Not so sure that this will be the case -- at least in the beginning -- as the demand for RDRAM just may out strip the supply. In addition, I also don't think future for RDRAM pricing will be anything like the DRAM glut we have at present...unless the shorts are right and RDRAM actually does nothing for speed. And its a lot easier to produce than seems to be the case at present.

To: jopawa who wrote (23687)	6/25/1999 3:00:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

John, not necessarily, if DRAM prices fall, demand increases and total sales may increase or decrease depending on the balance between falling prices and chip shipped. RMBS gets paid on total sales, and it is more likely that the price decline will bring with them greater total sales, thus more earning from RMBS. Zeev