Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.29

+1.9%

3:20 PM EST

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To: Len Hannegan who wrote (34781)	11/17/1999 2:52:00 PM
From: kash johal	Read Replies (1) of 93625

Len, Re: "Quallcomm and rmbs" I agree with you that rambus has the potential to turn into another qualcomm. This explains somewhat the manic behaviour of the stock. This baby can move $10-20/day on real news and 3-4 days on normal random moves. I plan on buying back in the 70's again. It seems like Intel is fumbling the coppermine launch. And only low volumes of RDRAM will ship this quarter. Intel is promising double digit Coppermines for Q1. This means substantial rambus shipments in Q1 are possible which will show up as Q2 revenues. So i suspect we will have uncertainty until the first revenues kick in. Additionally the Playstation revenues should kick in Q3. This is likely to be a great trading stock till Q3 then. At which point once we see real revenues the stock will soar to hundreds of dollars per share or melt down to the teens. regards, Kash

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