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

To: Dave B who wrote (30068)	9/21/1999 9:55:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

re the earthquake and rambus. just heard on cncbc that an intel spokesman told them intel does not source anything from taiwan. as far as rdram production, the major players right now are japanese, korean and american. unclewest merrill contact told me cpq, ibm(laptops), pmcs and probably brcm will probably be affected in a big way.

To: Dave B who wrote (30068)	9/21/1999 8:39:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: LOL! Get real! Laughter is great, enjoy yourself. Did you happen to notice that the only significant memory producer that also builds PCs is using VC SDRAM? They say they're doing it because it outperforms Rambus and costs less. It's handy to really understand memory if you're a box builder. Micron was on the ball for the FPM to EDO transition and took big chunks of market share away from Dell and Gateway until those two figured out that they were using the wrong memory and copied Micron's memory strategy. Micron's inside knowledge of PC memory was a big help to them then, looks like it's happening again. ====================================================== pcworld.com ....Micron is using a new flavor called Virtual Channel (VC) SDRAM running at 133MHz. ========================================================= Dan