Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Zeev Hed who wrote (13350)	1/14/1999 5:26:00 PM
From: MileHigh	Read Replies (1) of 93625

Zeev, I respectfully disagree (I only call BS on the BS'rs <gg>). RMBS is not fully ramped and is not a good indicator of the DRAM market or the semi market now- this all about the "lag" between when the royalties will be earned and accounted for. The next few qtrs will be weak before the royalties actually roll in...That's their point.. I also, see DRAM pricing firming, but the DRAM manu's will take care of that by ramping up again. You did make the call and I do not discount that. I just disagree on RMBS being and "indicator" of semi and DRAM market. MileHigh

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