Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: Jdaasoc who wrote (27267)	8/19/1999 4:58:00 PM
From: grok	of 93625

RE: <What is people's take on today's action?> IDF starting Aug 31 will be good news/bad news for Rambus. I think that Intel will have some bad news that they are supporting PC133 in some of their chip sets due to poor availability/high price of drdrams. They will also provide lots of good news for Rambus in benchmarks and everything else. But I think that they will preannounce the bad news sometime between now and Aug 30 to get it out of the way so that it doesn't muck up the atmosphere during IDF. When that preannouncement comes it will probably have a bad effect on rmbs (even though it has been telegraphed). Therefore I sold on the opening bounce on Monday at 86 1/2 and am looking to get back in on the preannouncement dip. Others may be dumping also on the expectation of the PC133 announement.

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