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


To: Boplicity who wrote (12665)1/8/1999 8:23:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Greg,

Not one comment on the article I posted, interesting...I suppose there is nothing new there, besides more uncertainty <gg>

I wonder how the stock will react on MON AM. But KIM, INTC gave MU $500 million to purchase back end testing equipment, so I know of one supplier who is in the drivers seat!

I at least thought it would stimulate some conversation! Such as, 200 million RDRAM "this year". I still say not bad and is as planned...

MileHigh



To: Boplicity who wrote (12665)1/8/1999 8:28:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Also, if it costs $8-10 million for a back end tester, and we do 100 million RDRAM this year, the industry will need to spend approx. $800 million in testing equip.

Well, I bet MU purchases over 50% of that equipment...Which will set MU up for a nice RDRAM business if the Asian manu's balk...

God Bless America and Intel!

MileHigh