Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: Jdaasoc who wrote (32846)	10/25/1999 6:52:00 PM
From: jmac	Read Replies (1) of 93625

I think CPQ saw an opening when DELL announced that it was going to reduce the MB of memory in its computers to offset increased costs of memory. MU called DELL and DELL said it did not wish to reduce its purchases of memory from MU but it did open a window for CPQ. Does this do anything for RAMBUS, I don't think so. Is this a major news item for MU or CPQ, I don't really think so either. By the way, Island last posted a trade of 1000 shares at 70.

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