Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.65

-0.2%

11:22 AM EST

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To: jmac who wrote (33473)	11/1/1999 1:30:00 AM
From: Bilow	Read Replies (4) of 93625

Hi jmac; Re: The bad news was priced in and all that could help the shorts short-term would be a clear out cancellation of Rambus based PCs. Maybe the past bad news is priced in, but the future bad news is still out there. To imagine that no bad news is left is a failure of the imagination. Just before the Camino fiasco, for instance, people thought that all the bad news was out, but it wasn't. On the other hand, I just have to think that RMBS will pop nicely on Monday. The longer term is where I think that the technology, and the stock, have problems. Note that we still have no rumors of Samsung starting production back up. Another thing to notice is that Micron seems to be having no trouble signing up American box makers to long term contracts to buy memory. But Micron has been one of the last big memory makers to get into production on RDRAM. So if the box makers think that RDRAM is the inevitable wave of the future, why aren't they signing long term DRAM supply agreements with Samsung, the leader in the field? -- Carl

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