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

To: richard surckla who wrote (13504)	1/14/1999 10:17:00 PM
From: PAinvestor	Read Replies (2) \| Respond to of 93625

The chip makers probably believe that they will make more money by delaying the introduction of RDRAM until 2000 and concentrating on DDR DRAM & SLDRAM. The high end, INTC mandated part of the market is not where they think they can make their money. Not only is it expected to carry lower profit margins for them, but it will probably not constitute the bulk of their production and profits for a while. Non RDRAM chips will not be obsolete. The bulk of PC's will still be installed with SDRAM. RDRAM will only go in the high end PC's above $2500. INTC may set the defacto industry standard, but I think that their control over industry trends is on a weakening trend. As such, Rambus will probably become a standard, but this time INTC will have to use it's powers of persuasion to get the chip makers to ramp up production. That is the difference this time.