Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: richard surckla who wrote (32441)	10/20/1999 10:39:00 PM
From: Zeev Hed	Read Replies (1) of 93625

Richard, the article might be old news (few days), but the fact is that we have not seen any of these companies write down those losses as yet. Before they lay out the same amount of money on systems based on the 840, they'll think twice or trice, and in lieu of a massive launch, they will slide in very slowly, IMHO. This put the transition to RMBS in danger and exposed to other solutions. Time is of the essence. Today action in a solid sox market, indicates that tomorrow (when we may open sharply lower due to IBM and AOL overnight weakness) might be a tough day for rambusites. Zeev

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