SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Barry Grossman who wrote (51227)8/25/2000 3:42:17 PM
From: GVTucker  Read Replies (1) | Respond to of 93625
 
Barry, I truly don't think that DRDRAM alone can support anything close to RMBS' market cap. Thus, I don't see RMBS having a choice.

OTOH, The folks over at MU have often let ego drive their decisions rather than risk/reward tradeoffs, so I don't see them blinking, either.

It's going to be one heck of a high stakes game of chicken.