Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

Dec 3 3:59 PM EST

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To: unclewest who wrote (27005)	8/13/1999 2:11:00 PM
From: Richard Habib	Read Replies (3) of 93625

Unclewest, here is another scenario. Intel will support PC 133. Anyone who thinks that Intel's announcement to evaluate is a Machiavellian plan to point out PC 133 shortcomings is not being realistic. Intel is managing expectations. Camino comes out on time, of the big names Dell is the only company that actually announces a line of desktops. PC Mags etc., come out with negative evaluations (Because while RMBS will be the future standard, the time of its release was poorly timed and it will not show good performance gains compared to just adding RAM or compared to various flavors of PC 133). FuD hits all time high going something like this - the delay in widespread implementation of RMBS will allow technologies such as DDR SDRAM to get a foothold. Overall market will correct due to various factors. RMBS will decline to the 50's. Pessimism will be rampant. Milehigh, possibly BP, Zeev, myself and Unclewest will load up the truck (Hard to say how many trucks Unclewest has). Cap will sell a few of his damn boats and buy. RMBS will reach new highs by summer 2000 with a general tech rally. A fully invested leap holder will net 300% gains. Rich

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