Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.85

-3.0%

Dec 31 3:59 PM EST

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To: Ibexx who wrote (4769)	6/22/1998 6:08:00 PM
From: dougjn	Read Replies (2) of 93625

<<RMBS's ultimate success was never doubtful in my mind, but Intel's swift move to gain control of Semicon and DELL/CPQ's concomitant announcement of the 1999 shipping date (of PCs based upon RDRAM) did come as a surprise, timing-wise.>> Yes, my take exactly. And I think the Dell/Cpq announcement now rather than the fall surprised the rest of the Rmbs bulls. Hence the move today. If we get some follow on announcements, it will snowball up. Asia permitting. If not, it may recede for a bit, until we do. Doug

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