Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: George the Greek who wrote (20132)	5/12/1999 9:27:00 PM
From: Zeev Hed	of 93625

George, I believe that in the summer, while we might have some weakness (after a big piercing of the SOX at 428) in semi in general, RMBS retreats will, IMHO be relatively mild (nothing like the Jan May stretch we had). My reasoning is that by summer the inevitability of the promulgation of RMBS through many platforms (and eventually, even servers?) will become evident, and the FUD will more or less disappear. If you want on board of the BUS I would not be surprised to see a retreat to 69 or so, but I would use a GTC at 69.5 to 70 to be on the safe side. If we break $69, the turnips reserve the right , as usual to change their opinion and change it often. Zeev

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