Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 103.02

+1.4%

10:27 AM EST

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To: richard surckla who wrote (42754)	5/22/2000 1:09:00 PM
From: jim kelley	Read Replies (2) of 93625

Yes and I think these product announcements are extremely significant. These OEMs are not going to introduce product unless they can deliver the product to their customers. If GTW is unable to deliver their RDRAM products then DELL will eat their lunch and hand them the bag. It is the same story for HWP and IBM and the rest of the OEMS. This leads me to believe the supply of RDRAM is much greater than we have been led to believe by the news media. Basically, we are being misled by the propaganda pushed into the news media. JK

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