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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.35-0.4%Nov 25 3:59 PM EST

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To: Zeev Hed who wrote (17740)3/25/1999 2:05:00 PM
From: Alan Hume  Read Replies (1) of 93625
 
Hi Zeev,

I don't think you will be eating crow for dinner. My take on the situation is that RMBS in a multitude of ways is heavily dependant upon Intel. The box makers are murmuring poor sales for this Qtr.,PII prices have been lowered, PIII seems not to be taking off as wished. It all adds up in my perspective to INTC not meeting the expectations this Qtr. And when INTC goes south so will RMBS.
Now come June and there is yet a further delay in Caminio, you will looking at the emission price for support

Alan
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