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


To: MileHigh who wrote (9359)11/9/1998 12:21:00 PM
From: jopawa  Respond to of 93625
 
Mile,

We now have Samsung(Korea) ready to roll in early '99, Siemans(Germany) ready to roll mid '99, and MU(America) with a nudge from INTC ready to roll in mid '99 otherwise they will miss the boat. Unless I'm missing something, all the blocks are falling into place and there is no turning back for either the memory manu's or the box makers. I wouldn't be surprised if this time next year the box makers are not only putting RMBS in their higher end machines, but competing with each other to put RMBS in the low end machines ahead of schedule.

John



To: MileHigh who wrote (9359)11/9/1998 12:24:00 PM
From: jopawa  Read Replies (1) | Respond to of 93625
 
Mile,

Incidentally, I think the market is taking notice today. RMBS still very strong despite the NAZ weakness.

John