Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 105.27

+0.5%

2:40 PM EST

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To: Bilow who wrote (35723)	12/9/1999 4:44:00 PM
From: John Walliker	of 93625

Carl, Engineering wise, the story on RMBS is very very broken, As I am sure you can guess, I totally disagree. I have been expecting an announcement on higher data transfer rates for a very long time. It came today. I am confident that it can be achieved. I am also confident that DDR will not scale much further in its present form. That the company is talking about branching out into other things than PC memory is an indication. On the contrary. Rambus indicated their intention to do this a long time ago. My interpretation is that they no longer need to concentrate their resources so tightly on the PC market and can now continue to follow their original plan. As for the price - concentrate on the long term - I certainly can't make sense of the short term behaviour. John

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