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

To: unclewest who wrote (27668)	8/25/1999 12:01:00 PM
From: pompsander	Respond to of 93625

Uncle, while not mentioned in the snippit you posted, the stabilization of SDRAM prices in the $7 range is highly encouraging both for MICRON profits and, I would hope, the Rambus alternative. Some analysts are now looking for DRAM pricing to hold up in the 7-9 dollar range throughout the Fall. If PC demand is even higher than anticipated, the old price/demand curve could really get interesting. If the RDRAM premium lessens, penetration of the mid-market could come a little earlier than anticipated and at less of a total cost differential. Hope, hope.