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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.26-11.1%Dec 12 3:59 PM EST
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To: unclewest who wrote (27070)8/14/1999 11:17:00 AM
From: MileHigh  Read Replies (1) of 93625
 
uncle,

Again, my point is not that RMBS is DOA or a POS, it is that RDAM deployment and introduction is delayed. So, although all the execution successes that you mention could happen by July '00 (they need to due to lag in rev recognition), I just do not see the moon lining up with the stars so easily.

Also, (to beat a dead horse just like you beat a dead horse <gg>) many of the EPS numbers and penetration rates were arrived at thinking INTC would not support PC133 SDRAM, what happens to the penetration rates if this change!?

That is my point.

So, like bp, I will not back up the truck until I get some of these nagging questions answered by INTC and the OEM's.

Regards,

MileHigh
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