Rambus (RMBS) - Eagle or Penguin Message Board

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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: Shibumi who wrote (4614)	6/15/1998 11:58:00 AM
From: MulhollandDrive	Read Replies (2) of 93625

Shibumi, why are you so surprised at how far the DRAM market had shrunk "given the latest 1998 numbers."? As events continue to play out in Asia, we have seen a steady stream of downward revised estimates. My perception of Asia's problems is that we have a "financial event" that has precipitated the current supply/demand "softness". Yes, I believe it could get worse near term, since we see little in the form of realistic financial reform. If this current Asian financial "event" becomes a protracted "slow bleed" rather than resorting to the necessary (but painful) steps to put their financial houses in order, we could continue to see erosion in the DRAM market (as with many others). For now, I see this as an unfortunate, unanticipated circumstance that has caught many analysts flat footed, but certainly not an event which changes the fundamental competitive landscape regarding RMBS, only one which may delay the projected royalty revenue stream. I don't know whether this "is what you're missing here", but it I do think it represents an important element of the current state. bp

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