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

To: Boplicity who wrote (26806)	8/10/1999 11:08:00 AM
From: unclewest	Respond to of 93625

According to analyst, consensus earnings estimates materially understate near-term visibility and intermediate-term growth prospects; notes that shortages have appeared in various sectors of market and DRAM prices are sharply rebounding. greg, looks like dataquests original dram sales projections and estimates may not be doa as some on the thread believe. could the present sdram shortages be the result of a massive slowdown in sdram production coupled with accelerating demand for memory? are the 7-9 dram mfrs presently ramping up rdram production causing the shortage as they change their production lines away from sdram to rambus rdram? will shortfalls in sdram production allow the mfrs to drive sdram prices higher than rdram? has anyone ever heard any of this before? :o) unclewest