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


To: James Fulop who wrote (9137)11/4/1998 2:13:00 PM
From: Timothy Liu  Respond to of 93625
 
I would certainly expect effort to negotiate decrease royalty revenue for RMBS. But the question is, what is the bargaining chip of these memory vendors - DDR RAM? Right now RDRAM chipset already exist and everyone is on the bandwagon. If only a couple of vendors are resisting RDRAM they are going to get left out of the game.

Tim
Just my 0.02$