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: The Prophet who wrote (47171)	7/13/2000 9:08:26 AM
From: Zeev Hed	Read Replies (1) of 93625

Prophet, you must differentiate between stock prices and shipments, I do not expect to see a YOY reduction in unit shipments of chips for quite some time, but pricing will deteriorate and as a result profits, stock of chips will peak long before that is actually happening and stocks of chip Cap equip. before the chips and much more severely. As they used to say, when the chip industry catches a cold, the chip equip sector catches pneumonia. A cold in this case is slowdown in growth rate. But as I said, right now, into earning season, the chip sector will do relatively well, even if RMBS may attempt to close the second gap (it almost closed the first from $97 to about $75). If you look at RMBS' chart it is in danger of forming a massive double top formation, you got to watch this one or be doomed to see paper profits evaporate. Zeev

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