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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1053)10/16/1998 4:41:00 PM
From: Yogi - Paul  Read Replies (2) | Respond to of 2025
 
Mark,
You know, Rambus has never been on my radar screen. I am afraid I totally missed that one. What do you think of them as an investment at this point? Sure seems to have become a standard. Any thoughts on the Intel/Micron news with respect to Rambus?

Yogi



To: Mark Oliver who wrote (1053)10/19/1998 5:35:00 AM
From: Pierre-X  Respond to of 2025
 
It's hard to believe that an investment of FIVE HUNDRED MILLION DOLLARS was motivated by a switchover from TSOP to BGA packaging. Nor does Micron have any kind of monopoly on BGA packaging and testing.

The article, though interesting, is far from the whole story.

No mention of SyncLink?


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