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

To: riposte who wrote (8985)10/29/1998 9:03:00 AM
From: MileHigh  Respond to of 93625
 
Steve

Semico has been on the low side of '99 RDRAM production volume, there are also estimates for 100 million units next year, RMBS even sees their partners producing 100M+....We'll see!

MileHigh



To: riposte who wrote (8985)10/29/1998 10:42:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
Steve,

"Intel realizes that there will be a shortage of Direct RDRAM in 1999.

A very material point to that assertion is why? Is it because of excess demand or reduced production capacity? Either way shortages usually cause price spikes in the spot market for chips. Any thoughts on how this impacts RMBS royalty revenue? Thanks, bp


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