Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.05

+1.0%

3:59 PM EST

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To: Dave B who wrote (41248)	5/2/2000 11:16:00 AM
From: pompsander	Read Replies (1) of 93625

I find it interesting to read current analyst reviews so bullish about Rambus prospects while so negative on DDR. Why do Rambus and Intel "have it right" this time, what with price issues, latency issues, granularity issues, availability issues? Sounds like a solid sentiment change. In marketing, that is the most powerful thing that can happen. It washes away true technical or pricing issues and can result is a "gotta do it because" attitude. We'll see. I am sure the debate will rage into next year and beyond.

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