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To: unclewest who wrote (10080)11/22/1998 4:48:00 PM
From: unclewest  Respond to of 93625
 
milehigh and others have quoted sources saying the demand for RDRAM's in 1999 will exceed 150 million and the production was earlier estimated at only 33 million.
doesn't anyone else think that some of the rdram producers are going to scramble, run like hell, whatever, and try to fill as much of that hole as they can. especially in view of the rising prices and profitability of dram overall.
unclewest, your friendly rambus bull



To: unclewest who wrote (10080)11/22/1998 6:03:00 PM
From: MulhollandDrive  Respond to of 93625
 
unclewest,

I agree that we might get a pleasant surprise regarding rdram production this quarter. Could explain some of the recent share price movement.

bp