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

To: blake_paterson who wrote (46122)	6/26/2000 7:50:00 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Blake, re: <Will the current semi-equip cycle facilitate RDRAM entry into the market? Note the next to last paragraph.> Sony and Toshiba in March last year agreed to spend 120 billion yen ($1.12 billion) to make chips for PlayStation2, the successor to the best-selling video game player, while Nintendo is joining with IBM and Matsushita Electric Industrial to develop the successor to its Nintendo 64 game player. Even on the optimistic side, I doubt if PSX2's will reach 50M units/year for some time. Not knowing what's planned for the fab, it may also include Sony's devices, ie: the Emotion Engine. As for Nintendo, I think the new Dolphin is slated to use DDR. (Will Rambus have to negotiate with IBM?) JMHO's