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

To: MileHigh who wrote (12710)	1/9/1999 11:03:00 AM
From: wily	Read Replies (2) \| Respond to of 93625

>>PS- I will admit, one article paints a rosy picture and the other makes you think RMBS will not go into volume production until '01 Sorry, I must have missed the one with the rosy picture. wily

To: MileHigh who wrote (12710)	1/9/1999 12:10:00 PM
From: unclewest	Respond to of 93625

mile, i did read it all. i don't want to be stupid about it, but we have known all along that the big ramp would be after this year. my points are simply this... rdram demand side is forecasted to be much higher than previously thought. AND the demand forecast is accelerating. the dram production ramp up is forecast to be much quicker than previously predicted. i have said several times that rdram is profitable. sdram is not. given a choice which do you mfr? these are both very positive news for us right now, right here. ultimately consumer demand will dictate what happens......but nobody has balked yet at buying the latest and fastest. i think we are in the catbird seat right now. we will have to wait and see how it goes. if you read enough you will get hundred different predictions. the facts are demand is up and production is up. what could be better news? unclewest jeez you make me think..i like that.