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

To: Victor Lazlo who wrote (41235)5/2/2000 8:27:00 AM
From: Ian Anderson  Respond to of 93625
 
OTOTOT

I am thinking about changing my broker. If anyone here has experience of KeyTrade either good or bad, I would very much appreciate a PM.

Thanks
Ian



To: Victor Lazlo who wrote (41235)5/2/2000 9:23:00 AM
From: blake_paterson  Read Replies (2) | Respond to of 93625
 
VL:

Very interesting update from Asia today, courtesy of tech_future200x of the Yehaw! board:

eb-asia.com

Distilled: DRAM pricing to soar next 2 Q's. Output to follow. Samsung focusing on higher margin RDRAM, but y/e estimates are lower than I had thought. Talks about Micron ramping up. Sez DDR will be stuck at 8% max market share (confirms servers only).

Good stuff. I wonder how high will SDRAM margins go?

BP


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