Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: wily who wrote (28192)	8/31/1999 11:52:00 AM
From: JH	Read Replies (2) of 93625

MSDW report dated 7/20/99 eps98A $0.28 eps99E $0.32 eps00E $0.80 5yr growth rate: 75% Comments: We believe that RMBS will enjoy explosive earnings growth as the SDRAM (PC-100 and/or PC-133) market transitions to RMBS DRAM during the next three to five years. We expect RMBS to find support in the low to mid 90s, and we reiterate our Strong Buy rating and $150 price target. INTC's Developer's Forum on August 31 should provide application-based benchmarks comparing RMBS DRAMs with SDRAMs. Mor important, it should help the PC industry, the media, and investors to better understand INTC's roadmap for PC main memory for the fourth quarter of 1999 and beyond. < IMO, this sell of is short-term profit taking, precipitated by FUD caused by TER and INTC's comments on VIA. Shorting Sep-80puts at $1-3/4 or $2 should be a sure winner...

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