Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.29

-3.2%

3:59 PM EST

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To: Matrix_Man who wrote (35143)	11/24/1999 10:37:00 AM
From: Jdaasoc	Read Replies (2) of 93625

MM: Merrill said 100 shares was available to short so I guess were not at the limit yet. I was doing a few calculations with Hyundai's dire 5% market share numbers. With the current premium of 400% on RDRAM over SDRAM, 5% of market share for RDRAM would be a 20% dollar market share for RDRAM. So, I am not too worried about RMBS's future if it starts out with 20% dollar share on which royalties are based on. Also, if Sony is willing to put about 25% of the retail dollar value of PS II as RDRAM, they must be expecting RDRAM prices too decrease too. Any decrease in price for RDRAM leads to market share increase. I uncovered my calls this morning and hoping for the best until DEC 15 rollout date. Still no availability of VC820 boards but CC820 with SDRAM are now shipping in quantity. john

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