Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Ali Chen who wrote (41560)	5/7/2000 11:11:00 PM
From: Dave B	Read Replies (4) of 93625

Ali, So what? No one is perfect. Even the great minds can be wrong. Need examples? If I do, I'll go find them in Carl's posts <G>. Seriously, these two gentlemen have much more visibility into what's going on with the manufacturers, chip set vendors, and microprocessor vendors than anyone you could possibly name. I'm sure they're basing their estimates on information that is not available to us (even Carl!). In fact, even The Register article (I think it was) posted earlier today agreed with their statement that indicated that significant cost-reduction efforts w.r.t. RDRAM are proceeding apace. Dave

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