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


To: gcrieff who wrote (33999)11/5/1999 2:33:00 AM
From: Jon Khymn  Respond to of 93625
 
RMBS sure is hot lately, gaining over 30% in two days...



To: gcrieff who wrote (33999)11/5/1999 4:32:00 AM
From: John Walliker  Respond to of 93625
 
coving,

The Ovonic memory looks very interesting - certainly for the high reliability / radiation resistant market.

John



To: gcrieff who wrote (33999)11/5/1999 9:33:00 AM
From: Zeev Hed  Respond to of 93625
 
coving, sure took some time. Stan Ovshinski discovered these materials in 1967 or so, and finally someone is commercializing this, what a long pregnancy! As far as replacing main stream DRAM, I doubt that this technology will ever get there, despite Lowery's (one of MU drivers) involvement. This situation reminds me too much of Amdhal, after doing a fantastic job at IBM he had a failure at Amdhal computer and an absolute disaster with Trilogy.

As for RMBS, let see some rolling and rocking here. I see some bunching on the ask at $97, which could prove to be some temporary resistance here (I had $97 to 103 as an area of substantial supply of stock, we'll see if the momentum is great enough to take this out).

Zeev