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 (28672)	9/3/1999 4:15:00 PM
From: grok	Read Replies (3) of 93625

RE: <Any blemish in RDRAM rollout will affect it severely. Unless RAM manufacturers get there act together and produce volume shipments of RDRAM, stock will always be trading with wide swings.> Absolutely true. The next big threat to rmbs price is large numbers of PCs not leaving the factory for lack of drdrams. Whether this happens or not is hard to say since it is being determined by many micro decisions throughout the industry. Supply/demand is has always been tricky in the memory business even when there is no revolutionary dram transition underway. Remember the undersupply in 94/95 and the huge oversupply for most of the time since then? Now there is truly large uncertainty on a number of fronts that make undersupply of drdrams at least a strong possibility. Perhaps a huge undersupply. If this does happen I would think that it would be very bad both for rmbs price and Rambus reputation since everyone up and down the supply chain will be blaming Rambus.

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