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

To: unclewest who wrote (12640)	1/8/1999 1:29:00 PM
From: MileHigh	Read Replies (5) \| Respond to of 93625

Thread, The concern now for me is that if the DRAM manu's are scrambling to just meet current demand, then how can we expect the "new" RDRAM product to be fit into the already tight manufacturing cycle? Make sense? That is, if they are backlogged now (or going to be very soon) do they have capacity and time to start producing RDRAM? Or have they already planned for this? I do not want to see management say that "due to current capacity constraints, RDRAM will be delayed until more capacity comes on line" This could be the reason for the selloff this AM. I may be totally wrong, but I would appreciate comments from those more in the know. MileHigh

To: unclewest who wrote (12640)	1/8/1999 1:29:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

just a bit of analysis. if intel and the others were working on this for 2 years would they call rdram the technology and of the future with all the fanfare and fuss at comdex in las vegas? would intel give mu 500 million <90 days ago to produce rdram knowing they had this coming? actually we don't know but this could use a rambus design. trying to think it thru.. HELP. unclewest