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


To: REH who wrote (4390)5/30/1998 12:57:00 PM
From: MileHigh  Read Replies (3) | Respond to of 93625
 
REH, thanks for posting all the news. I have to ask though, how can two articles paint such a dramatically different picture of the memory market??

Let me try and answer! Kingston Technology is another fabless IP semi company (Am I right?) so, therefore, he has a vested interest to paint a "half-full" picture of the market...IMO, his outlook is a little too rosy for my tastes...Then you have Dataquest who for reasons stated, which seem a little more valid to me, thinks the end is coming (exaggeration)...

I hope Sun is right (that is my vested interest) but I think RMBS will languish during the slow summer months. I guess I should just go clean my pool!

MileHigh