Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.29

-3.2%

3:59 PM EST

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To: unclewest who wrote (12522)	1/7/1999 12:26:00 PM
From: Alan Hume	Read Replies (1) of 93625

Hi Uncle, you ask what the downside to RMBS is, if any. I agree with you, there is not a downside as long as everything follows plan. However there is a RISK out there, a huge one. My understanding is that right now Katmai / Ciminio is being evaluated by the box makers. It only needs one non-approval, (worst case redesign) to delay the program 6 months and burst the bubble.The approvals could be already accomplished, but I have not read any feedback to date. I don't want to be negative, but beware there are still potential pitfalls in front of us, and with the current 380 trailing PE you can imagine how deep the pit is. (this at least will change dramatically with the new earnings announcements) Alan

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