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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.40+5.4%Dec 19 9:30 AM EST
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To: Bilow who wrote (79695)11/10/2001 5:22:45 AM
From: Steve Lee  Read Replies (2) of 93625
 
"SDRAM bounces off bottom"

SDRAM has bounced in the last few days, but what makes you state it has bounced from the bottom?

With Samsung moving to 300 mm wafers and using smaller geometries, along with no likely pickup in demand, I doubt we have seen the bottom. Still holding my MU puts.

I attribute the bounce to an expectation of XP launch driving demand. I expect that to be a temporary phenomena.
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