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

To: Jdaasoc who wrote (31352)	10/1/1999 3:26:00 PM
From: Dan3	Respond to of 93625

Re: If a competitive product was running neck-and-neck against RMBS and a delay like this came up, it would be very serious. But there's not a competitor. RMBS still has next generation memory to itself. ...no competitor? Rambus has 0% market share (in PCs) at this point. Next generation, at this point, is PC133 moving to PC166, DDR200 or DDR266, VC versions of all four of those, ESDRAM, and lastly, rambus 350/700 and 400/800. PC133 is pretty much in as next generation low end memory, DDR266 is in as next generation high end / server memory. Rambus will be fighting for a toehold in the middle against PC166, VC133/VC166 and DDR at several speeds. Dan