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

To: Boplicity who wrote (14150)	1/25/1999 11:27:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Greg, As I mentioned before, RDRAM will happen but the market has already discounted a huge ramp going into '00. If this does not happen, then we will drift lower. That is the point that I think some miss. Also, TigerPaw mentions that the Camino chipset intro will propel RMBS stock-- I disagree in that we are now battling RDRAM supply issues and INTC might be faced with supporting SRDRAM on a temporary basis. Again, I do not question INTC's support of RDRAM, but is the infrastructure to ramp up RDRAM in place? I do not think so... It will happen, but my tea leaves suggest we are getting bogged down in deployment MileHigh