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To: IceShark who wrote (41930)	5/20/1999 8:23:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 86076

IceShark, unlike the DRAM and RDRAM manufacturers that must struggle to keep profitability by flooding the markets with more and more of the stuff, RMBS gets a piece of every chip shipped, and at no additional cost to RMBS. The only question there is not whether RDRAM will ship but how fast will the ramp up be. They can afford to wait, unlike MU, they are siting on a pretty cash cache and they make , they make some itsy bitsy of money waiting for the ramp up. Once the ramp up will become evident, it might be too late. POS1 is indeed another story, but lets revisit it late in September, or maybe even later in the year. Watch in the meanwhile how the expectations for POS1 are reduced to nil and sub nil, so that anything, any kind of a shadow of performance will be a "big victory". Zeev