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

To: capt rocky who wrote (10095)11/23/1998 9:33:00 AM
From: MileHigh  Read Replies (2) | Respond to of 93625
 
captain,

Not sure. Some time ago I was discussing with a semi equip expert about how those semi equip co.'s that produce back end testing equip would benefit, but those have all run up. If I think of anything, I will let you know.

MileHigh



To: capt rocky who wrote (10095)11/23/1998 9:39:00 AM
From: blake_paterson  Respond to of 93625
 
<<any idea on other stocks that will benefit from rambus>>

Cap'n: Mile and I briefly explored the use of RMBS in smart devices last summer. We were lacking enough technical info to conclude whether or not it will be a long term niche. The recent IBM ASIC news is important, IMO, because it points the way in that direction. Especially the low power consumption numbers that they got (power reqts. might be RMBS's "achilles heel" in a device niche).

BP


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