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To: Barry Grossman who wrote (98062)	2/2/2000 2:00:00 PM
From: Elmer	Read Replies (2) \| Respond to of 186894

Re: ""A 128-Mbyte main memory could be obtained with just two 256-Mbit Direct Rambus chips," he said. " This is going to be interesting! EP

To: Barry Grossman who wrote (98062)	2/5/2000 7:50:00 PM
From: Tony Viola	Respond to of 186894

Barry, I forgot to answer this one: Perhaps this might convince you to finally buy some RMBS. It's still cheap at 79-80. I've got a thing about DRAM investing, and, like it or not, Rambus is still a DRAM company. Except for Cisco and EMC, I'm not even into "optical" yet, and they're not pure plays at all. Optical is this year's CDMA, looking like. DRAM is just too commodity, too much influenced by things across the big pond to my left. Tony