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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%3:59 PM EST

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To: Alan Hume who wrote (15557)2/13/1999 1:03:00 PM
From: capt rocky  Read Replies (2) of 93625
 
for all the "news" of delays, there is the impression of oems lining up to buy rmbs tech.the problem is not if they're going to use it ,but when.lets face it ,rmbs has arrived.late,scarce,but alive and kicking and for sure the standard for the future(near term or longer)is going to be rmbs."when" is a question to be answered as the future unwinds.dell is hurting and will lose marketshare to cheapies but the number of pcs. won't change and will expand as planned.just the sellers will vary. CPQ made a great move when they made a deal with radio shack. radio shack is in every mall and offers touchie feelie experience and the personal sales touch by real people selling the product and answering questions as they arise. the venders will battle and rmbs will win. enough, rocky
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