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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: Dave B who wrote (26237)8/3/1999 5:50:00 AM
From: unclewest  Read Replies (1) of 93625
 
I see downswings that suddenly reverse themselves

dave,
how true...and how enlightening...
you must reside on the "bright" side.

a former next door neighbor and great friend, i have since lost track of, a very smart rabbi, wrote a book the title of which describes your efforts well..."enlightening the darkness"

talking about predictions...i have one.

i am going to do a bit of spekulatin agin...

i have posted several times in the past 2 weeks that i have been getting vibes about a mid august announcement. specifically august 16.
i thought it would have something to do with the hot chips conference at stanford and it may. i now speculate that this is what it is about.

some of us were concerned yesterday about sunw's new product the majc.
the wsj talked about animation over the net in real time. i believe it has to use rdram. afterall what other choices are there. this is precisely the kind of bandwidth demanding app that we have long predicted on the thread.

discussing this last night with a friend, he wrote...

"The significance to me is that MAJC is a net empowering processor...meaning graphics and streaming video crunching.
In fact, if you are right this will be the most positive and significant development regarding RMBS...it would be the beginning of the net enabling applications which is the point of RMBS...not the standard computer apps."

i have heard nearly the same words used to describe sony's new pII which we now know will use rambus as well.

my prediction is majc will use the rambus memory system and we will hear the details this month.
unclewest

this will drive intel nuts...to get their rambus products on the street. :o)
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