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

To: Jeff Jordan who wrote (4402)	5/30/1998 8:22:00 PM
From: Gary Wisdom	Respond to of 93625

Jeff, more info on the NEC deal The paper says that the facility will most likely be dedicated to manufacturing 256MB chips. The expansion is estimated to be $1 Billion. It is a very big deal here. They're supposed to have a press conference with the Governor of California on Monday to announce it. This makes sense. While there might be a "glut" of lower end chips, the manufacturers are all ramping up to make more sophisticated chips as there is a shortage of those (aka DEMAND). While this won't help our Rambus on Monday, in the longer term, it will. There is a huge demand for Rambus technology. The proof's in the pudding.