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

To: Mihaela who wrote (42873)	5/23/2000 12:42:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Actually, I would think that INTEL is more nervous about the MTH problem with SDRAM. It is clear that there are now sufficient supplies of RDRAM for CPQ, HWP, DELL, GTW, Fujitsu-Siemens, and a host of Taiwanese companies. This latest bit seems part of the tail end of the DDR Summit propaganda campaign that peaked last week. If a 1 million 820 motherboards have to be converted to RDRAM that is at least 1 M RIMMs and 8 M RDRAM components to add to the royalty stream this quarter. This will speed up the volume ramp of Rambus. :)