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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.46-3.0%11:30 AM EST

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To: Paul Verjans who wrote (21791)6/7/1999 12:45:00 AM
From: Tenchusatsu  Read Replies (2) of 93625
 
Paul, about the article, let me say that it does a great job in exaggerating RDRAM's deficiencies and PC133 SDRAM's (and DDR SDRAM's) benefits. I'll even go as far as saying that it's a carefully crafted piece of anti-Rambus FUD.

As for taking a position in RMBS, remember that RMBS is a very volatile stock, prone to wild swings on the craziest of rumors like the false rumor that IBM was going to ditch RDRAM. I firmly believe that RDRAM is going to be the standard of the future, even if we see a sort of VHS-vs-Beta war in the near-term.

Tenchusatsu
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