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


To: Bilow who wrote (45908)6/23/2000 2:28:00 PM
From: Dave B  Respond to of 93625
 
Carl,

Thanks.

Good luck.

Dave



To: Bilow who wrote (45908)6/23/2000 2:37:00 PM
From: charred water  Read Replies (1) | Respond to of 93625
 
Carl; Re: thoughts to share...

DRDRAM is already the next generation memory. DDR will have limited penetration, even though it would be better for Rambus' bottom line.

The real thing for longs to worry about is that a chip maker will go belly up and turn itself into an IP company.

TI has already done this for the DRAM business. It did not have a negative effect on Rambus.

- Greg



To: Bilow who wrote (45908)6/23/2000 3:35:00 PM
From: capt rocky 1  Respond to of 93625
 
jeeze! bilow turns bull. or at least not bearish uder 200. welcome carl. rocky