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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 115.18-7.7%Jan 23 9:30 AM EST

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To: MileHigh who wrote (3807)4/16/1998 11:43:00 AM
From: Michel Bera  Read Replies (1) of 93625
 
MileHigh,

That was a good one <g>.

I am rather scared by all the Cyrix etc. "computer on a chip" ultra low cost strategy against Intel (there is indeed a panic in the INTC thread !). At least Microsoft (my heritage stocks) is waiting for everybody there with Windows CE stuff and a greedy big bad wolf smile.

I am not sure that RMBS is grasping all the mass market there, and I do not talk this time about expensive PC boxes. Neither do I like reading information talking now about H2 99 for RMBS revenues real ramp-up... That is what I call a plain 6 months delay in a year.

Well, I'll wait until next August.

Regards,

MiB
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