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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.71+0.6%3:59 PM EST
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To: Jdaasoc who wrote (28700)9/4/1999 11:13:00 PM
From: kash johal   of 93625
 
Jdaasoc,

What a great post.

My thinking is that short term we will see a huge run up in the stock price as RDRAM goes on-line.

Also initial demand should outstrip supply and that should add fuel to the fire.

In Q1/Q2 as supply builds could be another matter for the stock price.

PS have started a new AMD/INTC/RMBS thread as these issues on supply/demand etc are interlinked IMHO.

Hopefully rambus folks will drop in and post.

Here's my latest post there:

Message 11163587

regrads,

Kash
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