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: Zeev Hed who wrote (41652)	7/29/2000 9:48:45 PM
From: Bilow	Read Replies (2) of 93625

Hi Zeev Hed; A few months ago you wrote: "... the people from Dataquest have a proven public record, Carl, on the other hand, as bright as he may be, does not have the same publicly known credentials." (#reply-13630376) with respect to the difference between my predictions for RDRAM production in 2000 and following years, and the Dataquest figures. But the latest news is: "We will have to reconsider our Direct Rambus projections,” which had shown Direct RDRAM accounting for more than 40% of the DRAM market's unit shipments in 2002, said Jim Handy, an analyst at Dataquest Inc., San Jose." ebnonline.com Now that Dataquest has had to question the basis of their own figures, would you like to add anything further to your comment? Do I now have a "proven record"? -- Carl

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