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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Estephen who wrote (1310)3/2/2000 4:19:00 AM
From: Steve Lee  Respond to of 2039
 
Rambus will begin penetrating the lower end market regardless of Timna as:

1) the 800 MHz speed grades, where RMBS makes a difference become the low end
2) The RDRAM ramps accelerate bringing costs down

Of course, maybe the RDRAM ramp would not have happened (so quickly) without Timna, so it could be the major factor.


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