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


To: unclewest who wrote (21431)6/2/1999 5:52:00 AM
From: unclewest  Respond to of 93625
 
"IBM said today that it plans to use PC-133 in its low-end PCs to be introduced in the second half of this year, though higher-end expensive PCs and workstations released at the same time will be based on Intel computer chips and Rambus products. "It's no secret that IBM has been a supporter of PC-133, but they have not come out against Rambus," said David Wehner, a Hambrecht & Quist analyst who rates Rambus "market perform."




To: unclewest who wrote (21431)6/2/1999 6:32:00 AM
From: unclewest  Read Replies (2) | Respond to of 93625
 
from tektronix yesterday,

Rambus technology -- which is rapidly gaining acceptance as the memory standard for use in consumer electronics, portables, communications systems, multimedia, and consumer digital video products

this is the ultimate key for rambus imo. this represents an enormous market and much more royalties for rambus than pc's. in the past 60 days the ceo of sony has denounced ddrdram as an unstable memory and committed to rambus. the ceo of matsushita said they are designing an array of consumer products to use drdram. toshiba announced they are spending $1 billion to expand drdram production this year. toshiba among many other consumer products is the world's largest laptop maker. can't wait to hear where all those drdrams are going.
now we have the highly respected tektronix verifying that it is all in the pipeline.
sorry for the repost, but i just think this is hot hot hot and being overlooked.
unclewest