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


To: Rosemary who wrote (11211)12/6/1998 10:57:00 AM
From: Thomas C. Donald  Read Replies (2) | Respond to of 93625
 
Rosemary: I agree completely with you. We will have to wait to see how this drama plays out. Trying to predict the outcome now is simply gambling.



To: Rosemary who wrote (11211)12/6/1998 11:06:00 AM
From: MileHigh  Respond to of 93625
 
Meanwhile, the company must satisfy designers of consumer PCs, who want the latest technology yesterday. "For the most part, consumers simply want faster clock rates on their processors," said Nathan Brookwood, an analyst at Insight 64, Saratoga, Calif. "Every so often that will require a platform change-[for example], the transition to Rambus [DRAM]."

My interpretation...Once Intel switches the platform to RDRAM, they will not want to switch it again for awhile. This is a boon for all RMBS shareholders.

MileHigh