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

To: Tenchusatsu who wrote (34962)	11/21/1999 8:22:00 AM
From: capt rocky	Read Replies (1) \| Respond to of 93625

after reading toshibas article i would not want to hold any via stock. pc 133 is a never- ran as opposed to ddr which will be relegated to big system servers in a niche market. rmbs rdram looks to be the standard in the near future. ya' know, it all goes back to what will make intc's processors pop. sony's declaration that ddr is unstable is the kiss of death for ddr use in pcs.(if you were building pcs, the last thing you would do is use unstable memory) rmbs will also be used in set top boxes, games, and anywhere else where broadband graphics are needed.(we keep getting hints as to rmbs telecom applications.) as the chipmakers upgrade to .018 micron tech. the memory of choice becomes rmbs.(they will have to upgrade or die a slow death.) i will admit the slower ramp of rmbs will delay earnings short term and depress the stock short term, but longer term rmbs will still be a BIG winner. still in, and still long .... rocky