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

To: Jdaasoc who wrote (38642)	3/21/2000 5:53:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

MU, following the "scenario" is now (after hours) at $115. Zeev

To: Jdaasoc who wrote (38642)	3/21/2000 7:53:00 PM
From: Marcel	Respond to of 93625

re: MU cc When asked about RDRAM: -they said they were still in validation testing. -could possibly begin production of 128 and 256 (?)as soon as this summer -production will be guided by customer demand in RDRAM v DDR -PC133 gaining traction and chipping away at PC100 -by CY end, expect their production to be 10% DDR and 5-10% RDRAM -Mgmt.remarked that RDRAM prod is definitely more "challenging" ---cited lower yields ---when asked which they favored (RDRAM v. DDR) ---------reiterated that they would be guided by market demand ---------went on to mention that they have been working on chipsets for DDR (code name "Samurai")though this is not their main area of business