Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: MileHigh who wrote (29732)	9/16/1999 10:29:00 PM
From: Richard Habib	Read Replies (1) of 93625

Milehigh, let me try. RMBS trading in a channel 88-93 or so. Hard to say if accumulation is going on at the bottom of the channel or whether day traders are simply buying the bottom and selling the top. Tech guys continue to debate aspects of RDRAM vs other memories with the typical result that pro-RMBS techies see RMBS as an improvement and anti-RMBS techies see RMBS as a sinking ship. 3 sets of "benchmarks" out showing dismal RMBS performance. Likely early drivers or non-production boards are the reason as Intel/RMBS/Dell couldn't be that incompetent. One set of marks from a Dell presentation showing 25% degredation in office apps apparently taken out of context but hey what were they thinking when they set that presentation up. Samsung, Hitachi etc. continue with plans to substantially shift over to RMBS by late next year. New Dataquest numbers show a booming DRAM market thru 2002. Someone else sees a DRAM market crash about the same time. All in all nothing new. I'm slightly long at the bottom of the channel but keep waiting for it to break below before I buy more. Who knows. Rich

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