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 9:56:00 PM
From: PAinvestor	Read Replies (1) of 93625

RMBS has nothing to do with the supply/demand dynamics of the DRAM industry which ultimately decide the profitability of the industry. Capex decisions made more than 12 months are impacting the industry right now and will have knock on effects for some time. There is a shortage of DRAM capacity out there which has nothing to do with RMBS quarterly earnings currently. RMBS quarterly earning do not reflect the health of the DRAM industry. Lumping them together just because they are related to the semiconductor industry is far too simplistic currently. By 2000 (when RDRAM production actually begins to have an impact), it could be a different story.

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