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 7:45:00 PM
From: Tony Viola	Read Replies (1) of 93625

Zeev, >>>I think we are starting to see inventory build up in the CPU channels<<< Au Contraire! Intel said in their conference call Tuesday that they are trying to build up inventory, they are so sold out. Also, 1999 is being heralded as the big turnaround year for semis and semi equips. AMD has underperformed for years, decades, they are no indicator. Tony

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