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

To: gnuman who wrote (46592)	7/5/2000 8:34:04 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Gene: No comment on the summary? Message 13998642 Especially the Micron part.... <<Micron Technology Inc. 8000 S. Federal Way P.O. Box 6 Boise, Idaho 83707 (208) 368-4400 www.micron.com Developments Much of Micron's attention this past year was involved with integrating Texas Instruments' memory division into its own business. Late in 1998, Micron acquired TI's memory business, including TI's wholly owned fabs in Avezzano, Italy, and Richardson, Texas; its joint-venture interests in Japan and Singapore; and an assembly and test operation in Singapore. The company said it's also continuing its process-technology improvements, advancing to an 0.18-micron process and doing R&D to move to 0.15 micron. Micron also introduced a number of DDR SDRAM products in the last year, including 2.5-V, 100- and 133-MHz, 128-Mbit devices, and a 2.5-V, 133-MHz, 64-Mbit product. The company said it also started sampling 356- and 400-MHz, 128- and 144-Mbit RDRAM components and 64-, 96-, and 128-Mbyte Rambus in-line memory modules. Plans In the coming year, Micron said it will continue to look for ways to reduce costs to stay competitive. The company will move its product line to concentrate on 128-Mbit DDR and Rambus DRAMs.>>

To: gnuman who wrote (46592)	7/5/2000 10:47:37 PM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Gene... >>Now they will have support for DDR?<< And RAMBUS DRAMS once they concede to RAMBUS. They will then be able to work all the companies and markets with an attitude of... "let the best technology win" while making money right along and with no fear of lawsuits. Once the VIA + RAMBUS agreement comes (assuming it will) watch the stock of VIA in Asia, not to mention RAMBUS going to the moon. VIA's shareholders are not to happy at this time, from what I have been reading. Shareholder pressure is building for VIA BOD to do something. Obviously the Intel deal was a step. RAMBUS will be the icing on the cake. AMD will not be in the happy camp. .