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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.18-4.3%Nov 17 3:59 PM EST
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To: IceShark who wrote (30832)9/27/1999 1:23:00 PM
From: Richard Habib  Read Replies (2) of 93625
 
Iceshark, the decision at these levels and down into the 50's is relatively binary. Earlier and present disappointments will IMO play little role if RMBS products ship in PCs relatively soon. That will indicate the story is basically intact and the stock will return relatively shortly to the 90-100 area. If present problems extend the launch of RMBS products out a qtr or more, the potential for defections will increase dramatically, thus the risk, thus the stock will likely collapse. Rich
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