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

To: jopawa who wrote (9298)	11/6/1998 5:25:00 PM
From: MileHigh	Respond to of 93625

John, Alan, REH, This is what I was looking for- boy do I feel better! <gg> No more on this subject.. The memory industry's manufacturing capabilities are not likely to keep up with the demand for Direct RDRAM next year, said Sherry Garber, senior vice president of Semico Research Corp., Phoenix. "Intel realizes that they'll have a hard time getting the amount of Direct RDRAM they believe they'll need," she said. With the acquisition of Dallas-based Texas Instruments Inc.'s memory business, Micron has the opportunity to expand manufacturing significantly in the next year, she said. Because of a softening market over the last three years, the DRAM industry is not very enthusiastic about making investments into new memory architectures such as Direct Rambus and SLDRAM, Garber said. Although Intel does not have a controlling interest in the deal, "$500 million is a nice incentive to get Micron to make an investment in Direct RDRAM," Garber said.