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

To: Mihaela who wrote (37761)	3/3/2000 10:19:00 AM
From: dmf	Read Replies (1) \| Respond to of 93625

Mihaela, Re: Micron expects to begin shipping Rambus parts in volume in the second quarter of this year. Great. Is this new news or am I just behind? Thanks for posting. dmf

To: Mihaela who wrote (37761)	3/3/2000 11:27:00 AM
From: Jdaasoc	Respond to of 93625

Mihaela: Hyundai's Tabrizi predicted Rambus would make up 5 to 8 percent of the DRAM market in 2000, reaching about 25 percent by 2002. I don't have a specific quote but Tabrizi is a RDRAM naysayer who previous claims were single digit shares for RDRAM in 2002. So if the anti-RDRAM clan is claiming 25% in 2002, the real number is going to be higher. Also, I would have to believe we are consolidating at 280-290 for a few days before going up. We are doing a 10% back 20% forward pattern. I know not what controls the start of these upwards moves but Micron is getting closer to their self imposed date for producing RDRAM. john