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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (990)	1/15/1999 3:49:00 PM
From: jhg_in_kc	Respond to of 4691

ot: RMBS UP 10 FROM OPENING LOW Investment in Rambus should be based on the belief that its DRAM architecture will be used by the PC industry for mainstream computers. iT has backing from Intel and the fact that virtually every major DRAM manufacturer has licenced the Rambus technology. The variable is not if Rambus will be successful but when the ramp begins for RDRAMs. That will ultimately be timed with the introduction of INTC's Camino chip-set which is scheduled for shipment sometime in 2H99 with volume production shortly after. Further out, Rambus DRAM will be used in virtually all mainstream PCs - sometime in late 2000 and into 2001 - at which point the earnings from royalty revenues could be staggering.