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

To: mauser96 who wrote (13876)	1/19/1999 1:17:00 PM
From: capt rocky	Respond to of 93625

re; buying new pc. my point exactly. once rmbs is in , the rest are on their way to becoming antiques.the demand is going to outstrip supply big time. hold this baby 1 year and reap the profits.

To: mauser96 who wrote (13876)	1/19/1999 2:50:00 PM
From: Mihaela	Respond to of 93625

30% rdram does seem a bit optimistic by the end of the year, but I do believe that the demand will be much greater than the supply, because of the value one gets with a > 500Mhz Pentium III and rdram. The CPU is waiting for memory and could be doing much more work with this increased bandwidth. The 533Mhz and above CPU's (600Mhz this summer, in Camino; desktop and laptop) must really have rdram to make the purchase worth it for the increased CPU performance. The incentive for memory manufacturers is increased profit from a high demand memory which will drive the memory folks to making rdram. I believe, MU exec's, will finally see that they need to quit worrying about royalties and make the product people want/need. MU has the $500M. Intel told them to make rdram (some people on the MU thread think they might use some of the money for DDR SDRAM) and gave them incentives to do so. Intel needs rdram memory to sell the new CPU's (word get's out fast), so they will go to whomever they need to to get the rdram memory produced in a quantity they need for the expected CPU's they have planned for 2nd half of 1999.