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

To: gnuman who wrote (54389)	9/21/2000 10:48:09 AM
From: sylvester80	Respond to of 93625

Gene, RDRAM PCs are real. Every day more RDRAM is being sold. How can anyone deny that. Yes, maybe some of the number projections were not quite right but nowhere near the DDR projections which are still stuck at 0. I don't know how many RDRAM parts will be shipped by the end of the year but I do know that in the last Rambus analyst meeting, the RMBS CFO said that royalties will go ahead of contract revenues for the quarter, ahead of projections. That tells me that RMBS has met and even exceeded all their goals for the year which is a lot more than I can say for DDR. In fact, DDR has yet to meet any of their goals so far (unless you count hype, vaporware and paper launches as goals. In those they take first place). ;-) JMHO ;-)