Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 100.85

+2.4%

Feb 4 3:59 PM EST

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To: Don Green who wrote (36086)	12/30/1999 9:17:00 AM
From: MileHigh	Read Replies (1) of 93625

Don, There seems to be a lot of evidence that the IT business is moving towards handheld/WIA communications devices rather than the powerful desktop. This represents, IMO, a fundamental shift in the business. I am sure this has been discussed in depth here since recent sales data supports a slowdown in desktop sales growth. Tate and Co. know this, thus the recent communications and bandwidth press release. My "guess" is below. My thinking is that EPS results over the next few qtrs will be lackluster and there will be "another" ramp up and expectations period on entering this communications market.... H: 110 L: 48 C: 75 Happy New Year to all my old RMBS friends! MileHigh

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