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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 108.00+4.8%Jan 16 3:59 PM EST

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To: Gary Wisdom who wrote (4631)6/16/1998 9:35:00 PM
From: Estephen  Read Replies (1) of 93625
 
Rambus is following news events exclusively. I think everyone on this thread expected an inflection point at the point where Intel confirmed the validity of rambus technology and the time when the first rambus chip for the pc market (tosiba) would start to become available. That point just happened. It has always been the 3 qtr. of 1998 for first shipments of rambus. I thought it could be late, but it isn't. Also, the commitment of Intel to stick with the right solution. The only unknown element in the play out of this stock is the the effect of low dram prices verses market demand for high performance PC's. How soon will we need them? The sooner the better as far as I can tell. Fundamentals still look good.
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