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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.94+0.8%2:49 PM EST

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To: Richard Habib who wrote (19777)5/9/1999 2:38:00 PM
From: MileHigh   of 93625
 
Richard,

I agree. I read Barrett's statement and to me it is very "wishy washy" and not a "strong endorsement" of RDRAM. His comment is not negative nor is it the type of comment I would expect if they are truly 100% committed to RDRAM....Make sense?

I mean, one should read this without their "I own 500 or 1,000 shares of RMBS" shareholder lenses on....This is not, IMHO, a 100% "I love RMBS" statement...If it works, great, they love RMBS. If it doesn't, bye bye!! I am not trying to be over dramatic, but I see nothing lately that has changed the current roadmap uncertainty issues. Just a lot of hope from some people.

If they are not able to compete with the 133-MHz SDRAM or whatever the alternatives are, then it could be a real challenge. But we still think that RDRAM has a strong technical capability.
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