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

To: Don Green who wrote (75281)7/2/2001 4:46:50 PM
From: Scumbria  Read Replies (2) | Respond to of 93625
 
Don,

1. Intel had a choice between RDRAM and DDR. It seems pretty clear at this point (post-i845) that they chose RDRAM.

2. P4 is starting to push past Athlon performance.

3. RDRAM prices are lower than DDR prices were in April.

It all adds up to Rambus winning the PC market. How else can this information be interpreted?

Answering your question, I haven't had any investment in RMBS in about a year, but I'm about to get back in.

Scumbria



To: Don Green who wrote (75281)7/2/2001 6:50:58 PM
From: cordob  Read Replies (1) | Respond to of 93625
 
I estimated $ 0.02 for this quarter and $ 0.20 for this year (documented on the Fool)

Cheers
Cor

OH link:
boards.fool.com


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