Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bilow who wrote (42375)	5/16/2000 7:02:00 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

Carl: I thought you were taking a break from this board? Well, welcome back! How long was the break. ten minutes?

To: Bilow who wrote (42375)	5/16/2000 7:39:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

The next quarter's sales of RDRAM will clarify this matter without all the BS. The Christmas quarter will decide the matter conclusively. I can wait. I think everyone agrees that the price must come down further over the next two quarters. It certainly will. :)

To: Bilow who wrote (42375)	5/16/2000 8:40:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Wow, so much for your promise to go away until this Summer. That lasted all of, what, 10 minutes? Dave

To: Bilow who wrote (42375)	5/16/2000 8:43:00 PM
From: jim kelley	Respond to of 93625

Carl, My reference from semico stated that they disagreed with projections and thought that RDRAM would ship only 20-30 million units this year. They will easily have done that by the end of next month. They are at least 100% wrong. Even if you consider no other products such as network processor, PS-II, etc. They are still way off the mark. But I am not going to wade through this matter with you again. It looks like RAMBUS is on track so far this year in both the PS-II market and the PC market. I can wait for the results.