Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.84

+4.7%

10:44 AM EST

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To: pompsander who wrote (31150)	9/29/1999 1:17:00 PM
From: kash johal	Read Replies (1) of 93625

pompsander, Re: "forecasting game" Well, I think folks will give rambus another chance and buy on the hype. If the 2 RIMM solution works out in time for coppermine in November then we are OK and we should have a $100 stock again this year. If we miss coppermine and the 820 needs to be fixed then we are looking at Q1 2000 at earliest. That would imply a large missed opportunity and I beleieve we might see PC133 in huge volumes by Q1 2000 with some PC266 DDRDRAM starting to ship. I expect the market to be much less forgiving if we launch 3-4 months out. Just my speculation of course. I anticipate the 2RIMM solution will be fine. regards, Kash

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