Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Don Green who wrote (35524)	12/3/1999 2:39:00 PM
From: Jdaasoc	Read Replies (1) of 93625

Don: I don't care about shorts. I ordered by B series computer from Dell and currently the rate limiting factor is supply of RDRAM. Current lead time is 30 days for RDRAM only 10 days for SDRAM system. I had engineering sample RIMM's from Kingston for two months and got tired of waiting for Intel or others to ship mobos. I would expect if RDRAM is back ordered 30 days, some increased production of RDRAM has to start soon. I am trying to find out who is so back ordered assembling RIMMs for Dell. Salesperson promised to email their suppliers name. Alson we hit rock bottom at 45 on Apr 23, 58.5 in Sep 27, 62 on Oct 21 and now 69.56 on 12/2. We just have to get comfortable with 4 pts a month rise in stock. john

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