Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Jdaasoc who wrote (31324)	10/1/1999 8:59:00 AM
From: Matrix_Man	Read Replies (2) of 93625

You got that right, John. I love RMBS, I love the concept, I love the future potential earnings. I see we are currently at 65 7/8 bid and ask. I can't understand it. I am surprised the Samsung news is built in to this price. I guess the feeling is, when Intel ships, the memory producers will build, so Samsung waiting is no big deal. For me it is though. The BEST outcome I can see for the delay in production is a delay in RMBS revenue stream. The worst is an opening for DDR or other competing systems to become available, even as temporary solutions. How far can we push earnings back? I have been long since the spring, but I think I will need to stand aside right now, until this thing with Intel is cleared up - one way or another. I will probably still trade this baby though!

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