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

To: K. M. Strickler who wrote (3068)	2/17/1998 8:47:00 PM
From: Liren Chen	Read Replies (1) \| Respond to of 93625

Ken, I think DRAM vendors have enough capacitance to provide RDRAM for PC video. Nintendo uses RDRAM and you can find Nintendo for sale $149 anywhere. The volume of RDRAM in video card is not large in this year because most (? maybe half) of graphic chip vendors (including Intel, ATI) have not released any video chip using RDRAM. Cirrus, Chromatic Research (of course, founders of Rambus founded this company -- another wonderful technology company, market-- It has not enough lucky as Rambus has) have production video chips using RDRAM. Whether the DRAM vendors have enough capacitance for RDRAM in future? I believe no problem from technology view. It seems no PC will use RDRAM as main memory until 2000. 2 Years later, RDRAM should have a very good yield. Even now I guess the yield is no issue for most of early RDRAM vendors (such as Toshiba). Otherwise we can not have enough Nintendo in market for sale with the price less than most of VCR. my 2c again. Liren