Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Don Green who wrote (36117)	12/30/1999 3:57:00 PM
From: Jdaasoc	Read Replies (3) of 93625

Don: For my reasoning refer to: Message 12417218 Sony Playstation II sales will allow RMBS to support some price range from a time frame of 2-3 years ago when major earnings were from N64 royalties. I think PSII earnings will barely offset rapidly declining PC DRAM licensing fees. The only saving grace is PS II has 32 MB RAM vs 8 MB for N64 and PS II may outsell N64 unit wise in 2000 relative to N64 in mid 90's timeframe. I have not had a chance to closely look at RMBS earnings before Intel pumped this stock up to see if my assumptions are totally valid. However, my initial assumption is that RMBS was not profitable until Intel investment. I believe that Intel has cast aside any biases that RDRAM is better price/performance wise than PC133 or DDR. here attitude is "Let the market decide and just continue to buy your CPUs and chipsets from us". Those 9 mil shorts are not going to close their position until RMBS retests some of the support levels of pre-Intel annointment era. The days when Intel will support RDRAM unilaterally is now history. Have a Happy New Year john

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