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

To: Sun Tzu who wrote (19592)5/3/1999 1:56:00 PM
From: jopawa  Read Replies (1) | Respond to of 93625
 
>>BTW, IMO without strong support from Intel and if a rival technology comes into play, RMBS will go into 20s. On the other hand, it is hard to believe how Intel can justify selling high end processors without advances in memory technology. So if you believe that in 3 years time 80+% of DRAMs will be RDRAMs, then RMBS is a screaming buy here and you should ignore the noise.<<

Not exactly going out on a limb there, most everyone here believes the exact same thing.

John



To: Sun Tzu who wrote (19592)5/3/1999 2:01:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
Sun Tsu, I think that you are forgetting one little fact, INTC has poured a billion of green ones into a number of DRAM producers to "incentivize" them to invest in RDRAM production. he question is not if but when.

Zeev

PS, and you are right, I meant to say "Funds" rather than "Institutions".


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