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

To: Don Green who wrote (10941)	12/3/1998 1:20:00 AM
From: MileHigh	Respond to of 93625

Will this include RDRAM?! ================== Thursday December 3, 12:17 am Eastern Time Fujitsu, Toshiba to jointly develop memory chips TOKYO, Dec 3 (Reuters) - Fujitsu Ltd said on Thursday it would announce at 3 p.m. (0600 GMT) joint development with Toshiba Corp of memory chips. Toshiba and Fujitsu will jointly develop one-gigabit dynamic random-access memory (DRAM) chips, a Toshiba spokesman said. A Fujitsu spokeswoman said Fujitsu Managing Director Kazunari Shirai and Toshiba Managing Director Koichi Suzuki would attend the news conference. Fujitsu, Japan's top computer maker, and Toshiba, a leading comprehensive electronics maker, decided to cooperate to make development cheaper and quicker, the Toshiba spokesman said. The development of one-gigabit DRAMs is a key to survival in the memory chip business, industry sources said. One-gigabit DRAMs are expected to be developed by the early 2000s, they said

To: Don Green who wrote (10941)	12/3/1998 1:30:00 AM
From: Timothy Liu	Read Replies (2) \| Respond to of 93625

> no big players beside MS following Rambus Beats me. You may know about these investment house more than I do. Wait and see which way the wind is blowing? Intel can't buy RMBS, that would be politically incorrect and affect how Intel would lead in the industry. This is why I think RMBS has a unique opportunity, something like MSFT/MS-DOS had with IBM a long time ago. Maybe leverage their DRAM position and make the RAMBUS de facto standard in chip-to-chip interface or something. I am not a hardware guy to tell you about it. I bet the CEO is thinking hard in this direction. Tim Just my 0.02$

To: Don Green who wrote (10941)	12/3/1998 5:44:00 AM
From: Drake	Respond to of 93625

Don, when RDRAMs start shipping in volume, you'll see more big players jump on board. Further, when I started my company, most people didn't believe we could do what we did because of possible competition from larger competitors, and they were wrong -- we monopolized our niche for several years and when I saw that we were at the top, with not much upside potential, I sold out. (Imo, RMBS will do the same.) Also, re "other factors effecting the price of RMBS stock", of course that can and will happen -- but, probably only temporarily. The "computer age" is on an "exponential roll" that will be with us for the next several years, and with interest rates at levels below 10% the stock market has always prospered "long term". Like the song says, "We've only just begun" (again, all imo)! dc