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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: David Kelly who wrote (30051)	4/4/2000 12:58:00 PM
From: Steve Lee	Respond to of 64865

Is that production problems along the lines of manufacturers ramping RDRAM production like crazy? Industry acceptance problems along the lines of Intel pretty much forcing it as a desktop standard and AMD on the very brink of supporting it? Pricing problems along the lines of manufacturers being able to charge more than other types of DRAM cos demand is so strong? RDRAM margins are so strong that we are seeing press releases from DRAM manufacturers saying they are shifting capacity from SDRAM into RDRAM because that is where the profit is. Did you know that shortly, every major DRAM manufacturer is going to be mass producing RDRAM? Did you see the press release earlier this week about another non-PC device that will be using RMBS, joining the Sun Micro, Nintendo & Sony devices that will be augmenting the PC RAM profits RMBS is making?