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

To: jetcityrandy who wrote (36948)	2/10/2000 12:08:00 PM
From: denni	Read Replies (1) \| Respond to of 93625

>>For anyone attending the shareholders meeting, was there any discussion about rambus and communications industry? in q&a after the meeting, geoff said that they were working with small and large comm. companys and they had design wins. it's just a matter of time before they are made public.

To: jetcityrandy who wrote (36948)	2/10/2000 1:19:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Randy, Re: Communications wins. There should be announcements this Summer, but Tate said that they're several years away (2-3) from those becoming a revenue stream. He sized the markets at $100B for DRAM and associated logic chips and $150B for communications markets. Sorry for not posting the summary yet, but I have some focus groups I'm trying to prepare for tonight and only keeping an eye out for specific questions. It'll probably be tomorrow before I can type up my summary. Dave