Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 99.08

+5.1%

10:01 AM EST

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To: Gypsy King who wrote (17872)	3/26/1999 9:26:00 AM
From: pompsander	of 93625

Short term sweat...then good news We are just about through pre-announcement season now. The fear about the boxmakers,networkers, etc. has about played itself out. I find it interesting that Dell, Intel, Cisco, MSFT have all been very, very quiet (or have I missed something?). The leadership has set expectations for a quiet, typically low-key first quarter. All surprises from these guys will be on the up side...look for a soft first two weeks of April and acceleration upward from there. RMBS just won't pick up much enthusiasm until Intel announces for certain Camino date. Two million in volume yesterday was a little disappointing to me with three strong reiterations by analysts and the sellers fueled by Micron comments. Just not that many people watching the Bus yet.

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