SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: unclewest who wrote (19234)4/25/1999 3:25:00 PM
From: Estephen  Read Replies (1) | Respond to of 93625
 
I'm of a similar mind, unclewest. Looks to me that rambus is a great buy right now. Rambus chips are actually ready to go to market and the whole industry is in sinc. Just four months until a long sustained rdram ramp up begins in earnest. A year from now competeing drams will be nothing but a slight distraction, soon to be nothing but a memory (ha). When micron brings their factory on line in late fall rambus will hit 100.

Micron keeps quiet about there rdram progress but, with 500 million from intel they must be coming along well. On the other hand Samsung is ready to go. If micron is dragging their feet, they could loose a lot of market share to samsung. Could be Samsung to stock to buy right now.