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


To: visionthing who wrote (27321)8/20/1999 11:20:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
he indicated that sometime in the not-so-distant future IBM will discontinue producing dram of any sort

visionthing,
ibm ceo said that at the end of may. then ibm came back and said they would produce rdram. what really matters is they plan to use rdram. if ibm does not produce memory they will have to buy it, creating demand, running the price up, creating more royalties for rmbs.
i think ibm just sold some of their dram capacity to toshiba. toshiba is of course firmly in the rambus camp.

zeev,
nice run going here...your 88 is very close.
unclewest