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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%3:59 PM EST
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To: Tenchusatsu who wrote (35050)11/23/1999 2:24:00 PM
From: kash johal  Read Replies (2) of 93625
 
Tench,

Re:"fud"

Do you regard comments by VP of marketing at worlds LARGEST dram manufacturer - HYUNDAII that RDRAM will be more like 10% of the market FUD.

PS They are bigger than samsung after hyundaii and goldstar merger.

Also there have been umpteen articles on how poorly RDRAM works for most apps such as the latest realworldtech article.

I keep hearing that this is FUD.

Perhaps you can post why the realdowrld TECHNICAL article is flawed.

There seems to be few RAMBUS systems in the market.

the word is that the vaunted 840 MB's are DELAYED.

Is all this FUD.

Clearly the Rambus launch plus 820 plus coppermine launch has been a DISASTER for RAMBUS.

Now things may well improve in Q1.

But I suspect they will miss Q1 forecasts AND Q2 forecasts for SURE.

Now wonder the stock price is anemic.

regards,

Kash
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