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

To: Don Green who wrote (32679)10/23/1999 8:07:00 AM
From: wily  Read Replies (1) | Respond to of 93625
 
Don,

I can agree with your here (!!) that win2000 timing might be important because I remember how there was a flood of pent-up demand for win98 that really changed the earnings picture for a lot of companies when it finally hit the streets.

By February or March, I wonder what the supply/demand picture will look like for Rambus vs DDR? And maybe you're right also that a Q2 appearance is more likely.

w


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