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

To: MileHigh who wrote (5219)	6/29/1998 9:44:00 AM
From: Shibumi	Read Replies (2) \| Respond to of 93625

>>I gather from your post, that your decision not to double down was due to deteriorating DRAM market. Are specifically referring to the falling prices? Because we have seen several manu's state they will stop production temporarily and two say they may exit the business all together. This will surely firm prices.<< I believe that the DRAM market will get healthier, as the SIA projections currently show. It's just that the DRAM market has fallen so much in the last 12 months compared to what was projected as early as last October that the "margin of safety" that I computed at the time I bought my original Rambus was decreased significantly. I'm incredibly interested in non-PC uses of Rambus. The licensing deal with Matsushita could be a very big deal. I'm continuing trying to learn about this and other places in the general semiconductor market that Rambus technology might penetrate.