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

To: KM who wrote (21254)6/1/1999 8:45:00 AM
From: MileHigh  Respond to of 93625
 
From the INTC thread....

To: +KZNerd (82259 )
From: +Scumbria Tuesday, Jun 1 1999 1:22AM ET
Reply # of 82283

KZ,

I'm back from some marathon sessions with DRDRAM experts. To summarize:

1. IBM was not a big player in the DRDRAM market. Most of it comes from Asia.
2. Intel backing off on their DRDRAM ramp should make parts more accessible to other users.
3. DRDRAM is an essential technology for graphics and networks.

Rambus should weather this OK, after the initial panic is over.

Scumbria




To: KM who wrote (21254)6/1/1999 8:50:00 AM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Truff,

I also think the market is dying to sell off. If we do, RMBS goes down too regardless of the "vaporware" IBM news...

MileHigh



To: KM who wrote (21254)6/1/1999 9:30:00 AM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Truff,

Can you tell us how the bid and asks are lining up? ANyone else have this info?

MH


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