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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%3:59 PM EST
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To: Tenchusatsu who wrote (35070)11/23/1999 5:58:00 PM
From: kash johal  Read Replies (3) of 93625
 
Tench,

Re"FUD"

Well I think Hyundaii's statements and forecasts are very relevant.

There basic forecast is for very strong PC100 and PC133 for year 2000. With DDR and RDRAM taking 8-15% each.

This seems eminently reasonable and is NOT FUD.

DDR is winning in some graphics sockets eg NVIDIA - who are NUMBER 1 in high end graphics cards.

They have also swept the VAST majority of SERVER cards with RELIANCE. And Intels solution as you know is PC 100 right now.

Rambus is nowhere in desktops or notebooks frankly.

The workstation market is pretty small as I am sure you know.

The ONLY high - end Cumines that ANYONE has seen is the HP 733's which use VIA and SDRAM.

And MICRON the largest US memory house is clearly pushing PC133 and DDR as well.

The facts are that sales of RDRAM in Q4 99 will be zilch.

Remember Rambus gets paid in the quarter following shipments. So Q1 2000 results will be crap as well as Q4 99's.

These ITEMS are FACTS and are not FUD.

Rambus may yet win in the 2-3 year longer term a reasonable marketshare if prices drop and manufacturing issues are resolved.

But the FUNDAMENTALS for the stock are likely to be extremely dissapointing earnings as well as the PC133 on slaught in the market in Q1 from VIA, AMD and of course SOLANO(intel).

regards,

Kash.
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