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


To: MileHigh who wrote (13943)1/21/1999 8:27:00 AM
From: unclewest  Read Replies (1) | Respond to of 93625
 
milehigh,
regarding your comments today. i am trying very hard not to be blind. if we have missed something, please tell us.
i am not surprised that other dram's will be mfr'd. i am surprised at the apparent more rapid ramp up of rdram production.(lot of r's in that sentence). as a long, i can't imagine a better scenario for us at this time. the plethora of positive news announcements is very calming to me.
re ibm. i see 2 possible reasons for their reluctance.
big blue is trying yet again to enter the low end pc market. therefore they want to cut every cost short term. secondly, they may think they have a good or better product in development. i have no knowledge of that just a possibility. ibm has the rmbs technical info and the $ and ability to switch in mid stream if rmbs runs away
from them.
very interesting that steve jobs wants some intel inside apple.

relax up there in napa. have a glass of wine.
unclewest
i learned in my first life that a little fear is a healthy thing. it keeps you alert and on your toes.