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

To: blake_paterson who wrote (48222)	7/29/2000 10:48:34 AM
From: Estephen	Read Replies (1) \| Respond to of 93625

"If Rambus continues its pattern of licensing SDRAM to second-tier vendors, Mitsubishi and Fujitsu Microelectronics deals may soon follow Oki's. Mitsubishi and Fujitsu ranked seventh and eighth in overall 1999 DRAM sales, Semico said, with about $880 and $550 million in revenue, respectively. Infineon (stock: IFX) ranked fifth in 1999 DRAM sales, at $1.63 billion. " It's seems also that they are licensing companies that require/want to compete in, advanced technology issues and consumer electronics. HDTV, telecom/datacom etc. Maybe 2nd tier in sdram but large in overall semiconductor products. Rambus clearly developing momentum in two markets.