Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: REH who wrote (9192)	11/5/1998 9:37:00 AM
From: MileHigh	Read Replies (3) \| Respond to of 93625

REH, You wrote.... >>>a. All major semi-manufacturers have signed a licence and are making the investment neccessary to manufacture RDRAM. They have also all announced product availability early to mid 99 I disagree that they are "making the investment neccesary to manufacture RDRAM"- they were not and that is why INTC invested in MU and why we will see capacity constraints in '99 due to infrastructure NOT being in place...Also, most prodcut availabilty is going to be mid to late '99... >>>b. Test equipment is in place I disagree totally with this, read then industry articles, testing equipment is a major issue right now and it is not set up and running... >>>c. Intel, AMD, Compaq (Alpha) and Cyrix have signed Remember, just because folks have signed up with RMBS does not mean they wholeheartedly support RDRAM- look at MU before INTC investment, look at NEC now with VCM DRAM... Just a few comments, no disrespect meant... Regards, MileHigh