Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

3:59 PM EST

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To: Don Green who wrote (30674)	9/25/1999 7:37:00 PM
From: Richard Habib	Read Replies (1) of 93625

Don, speaking as someone now short, I'm not sure RMBS stock is facing the catastrophe that some believe. Often during these events such as the one that happened Friday, the final resolution is more middling than at either extreme. If AMD hadn't come along, Intel would likely have launched coppermine and camino together. I wouldn't be shocked if the camino delay is as has been reported about 30 days. If that's the case nothing has fundamentally changed with one big given and that is if a major boxmaker deserts camino/RMBS for Via or other 3rd party 133Mhz bus board. That would signal a significant change in the RMBS story. But lucky for Intel/RMBS this glitch has occurred when the MOBO industry is in some disarray from the earthquake. It's unlikely a major boxmaker will be able to make the move to alternative MOBO/chipset. End result, no change to the story thus the stock has a deadcat bounce and bases somewhere around mid 70 low 80s. Rich

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