Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Skeeter Bug who wrote (24517)	7/11/1999 6:16:00 PM
From: blake_paterson	Read Replies (1) of 93625

<<<...if i can pull the 1-2% rev growth for pcs and 20% unit growth, we will agree that is bad economics for an industry that wants to tack on 12-25% onto their product for minimal improvement outside of certain niche markets, correct?>>> Why Skeets, what a surprise to find you slumming over here in the RMBS thread! I can feel your refreshing blast of hot air all the way down here in Sao Paulo, even tho' its dead of winter here! How much have you shorted? Enough to make up for your AMAT losses? Let's see if I can remember last November..... AMAT overvalued @ $25, right? Whaddya say we invite Ramsey Su over and we can all have a Chicken Little party together? Seriously tho', one factor we can't discount is: once DRAM mfr'ers introduce RDRAM RIMM's etc., they will finally have a product w/ Gross Margin (for a change). GM. You seem to have forgotten to factor that one into your eloquent discussions re: elasticity. Once they get over the capex cash hump, there's happy times ahead, even for them (until we get a volume driven drop in prices, of course). Best regards, BP

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