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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.63+3.3%3:25 PM EST
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To: REH who wrote (14503)1/28/1999 5:32:00 PM
From: Kenny  Read Replies (1) of 93625
 
REH,

With the press releases of late, I can't imagine anything terrible coming out of tomorrow's shareholders' meeting---although I'm trying to think of something.

Comments by Samsung that they plan "to launch mass production of Rambus DRAMs starting from the end of January" and that "the ratio of Rambus DRAMs in the domestic DRAM market will reach 30 percent this year" are weighing heavy on my decision-making. If true, one doesn't get to 30 percent of the market in a few months. Rambus's crescendo has to begin soon.

In my view, all it will take is somebody from management, the financial press, or the analyst community to merely describe what is happening.

And, I have to admit painfully to everybody that I haven't sold a share.

Kenny
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