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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST

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To: REH who wrote (4269)5/26/1998 1:31:00 PM
From: MileHigh  Read Replies (1) of 93625
 
REH,

You never explained your hunch? I do not ask this to show that your hunch did not pan out, I ask ONLY to find from you what type of news is going to move RMBS. I am inclined to believe that you thought the 5/25 news on a new licensee would move RMBS.

Again, not trying to say you were wrong or right, just trying to get a feel for what you think will move RMBS. I am surprised at the steep drop since earnings. RMBS also stated at H&Q conference that they see margins doubling. Good News, but yet, the drop. Does someone know something we don't? Perhaps the market is worried about SDRAM technology even though IIMU that this is a temporary fix until DRAM makers move to RDRAM.

MileHigh
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