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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.10+9.2%Feb 6 9:30 AM EST

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To: MileHigh who wrote (12675)1/8/1999 9:37:00 PM
From: Timothy Liu  Read Replies (3) of 93625
 
Paul is right. It is the chipset that needs to support RDRAM (Camino), not CPU (Katmai/Pentium III).

Since someone on the thread ask for a bear. I hereby offer a bearish concern:

Earning next week may not have much positive surprise.

Personally, I think there might be a positive surprise due to production that goes into a stockpile or increase in testing needs. But OTOH it may still be a little early.

Tim
My 0.02$
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