Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.16

+0.4%

9:39 AM EST

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To: MileHigh who wrote (10933)	12/3/1998 12:43:00 AM
From: Timothy Liu	Read Replies (2) of 93625

MH, There was some Asian issue involved but I am not sure they are consequence of the economic turmoil. I know China was a big buyer of Boeing planes a couple of years ago. There are a lot of regional airlines that comes out that are sponsored by regional government. Because of that, there is a surge of demand which I am sure lift the airplane market. Later on, because of misplanning, overexpansion and competition, business soured and only a few major ones survived. Problem is, average Chinese can't afford to take airplane on casual trip. The reason I am saying it may not related to the economic problem is: even if the economic environment is good, I don't see the airline industry there pick up by much. Airline industry there is more of a luxury rather than a big component of transportation. Tim Just my 0.02$

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