Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

Nov 17 3:59 PM EST

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To: richard surckla who wrote (35069)	11/23/1999 3:37:00 PM
From: Richard Habib	Read Replies (2) of 93625

Richard, I don't know about Zeev as he appears to be presently trading technicals but I'll tell you why I'm accumulating. If you remember my posts to Dave B. regarding DDR, I always expected some design wins and RMBS was trading in the 90's. As for PC 133, anyone who listened carefully to Intel has believed for many months now that Intel would provide some support for PC 133. That during the time RMBS was trading in the 90's. The point is, the only change besides the poor 820 launch is in sentiment. As regards the 820 launch, a couple of months from now PC Mag will be full of PCs with RMBS. Presently, demand is ahead of supply for Coppermine and 820's are scarce. Wouldn't expect a PR campaign until supply is there. Bottom line if you have a high cost basis you'll probably be able to get out of this with a profit. If you've got cash and can see the forest for the trees you'd be accumulating. Rich

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