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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: zwolff who wrote (111642)	5/19/2000 5:34:00 PM
From: Scumbria	Respond to of 1572931

Zwolff, what is fair short term value for RMBS? I am definitely the wrong person to ask. I just expect the stock to go down based on all the bad news the last couple of days. Scumbria

To: zwolff who wrote (111642)	5/19/2000 6:03:00 PM
From: survivin	Respond to of 1572931

Zwolff re Rmbs This bit from Scot's post should hint at the industry sentiment. I guess Semico doesn't see much of a future for Willy or Rmbs. Message 13742155 "The confidence of DDR backers is not misplaced, says Sherry Garber, vice president of Semico Research. (http://www.semico.com/index.htm) She did not attend the summit, but watches the memory market. Semico expects DDR to make significant strides in the next year, moving from about 3.9 percent of the market in 2000 to about 17 percent in 2001. That far outpaces Rambus, estimated at 2.8 percent in 2000 and 2.5 percent in 2001. DDR appeals to memory makers because it's not nearly as difficult or as expensive to make as Rambus. Manufacturers count on cranking out high volumes efficiently, and RDRAM has proven too difficult and too costly to make. RDRAM survives primarily because of Intel's endorsement, she says." host.insidertrader.com