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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: DJBEINO who wrote (51781)9/13/2000 9:51:38 AM
From: Steve Lee  Respond to of 53903
 
FROM MSDW this morning:

"Reiterate Strong Buy

As a result of this latest licensing agreement that covers all SDRAM, DDR
DRAM, RDRAM, and their controller interfaces, we continue to believe that the
RDRAM transition issue is no longer the key issue facing RMBS. Based on the
scope of its patents, we believe that every DRAM supplier and the concomitant
logic interface suppliers will need to license Rambus's patents, including
Acer Laboratories, ATI Technologies, Fujitsu, Hyundai, IBM, Infineon, Intel,
LSI Logic, Micron, Motorola, National Semiconductor, NVIDIA, Samsung, Silicon
Integrated Systems, Transmeta, Via Technologies, and many others"