Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: unclewest who wrote (17543)	3/21/1999 6:10:00 PM
From: Richard Ruscio	Read Replies (1) of 93625

Dear Uncle, Another way to look at this RMBS thing: What happens if they CANNOT get the whole sthick to work in production ? 1) Intel drops like a big stone in deep water - they NEED the speed. And, that few hundred million they throw around is BIG money when it's just scrap. 2) You can expect the real faster / smaller cool computer toys - like PlayStationII, and a lot of video/network gear - to be delayed by a year or 3. 3) You can expect the stock values of the SOX to drop like a rock. I'm pretty sure we've got all the capacity for 100 or 133 ram we need, and if we don't need faster CPU's because of the memory bottlekneck, we won't buy the fabs to build them. Not to mention all that RMBS support work. 4) You can expect RMBS the stock to drop slowly - you know 4 or 5 points a day for a week or two. I don't see it yet. I'm patient. rr p.s. After the first 300-400 points of the run, then you expect it to REALLY take off. Man, I'd love to go drinking with you ... You sound like a lot of fun. rr

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