Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Alan Hume who wrote (17811)	3/25/1999 2:19:00 PM
From: Zeev Hed	Read Replies (2) of 93625

Alan, I doubt that the "turn around" at Dell is more than three weeks, I expectation of sure shipment in October should start and influence the price 4 to 6 months prior to that, I am afraid that real RMBUS ramp will be for the Christmas season thus stating November or so, and I also figure that the "Spring Relapse" will keep pressure on RMBS itself (but expect it to be one of the first out of the gate, actually, "announcing" the end of the relapse for the rest of the market), so I figured sometime in June for a bottom. Zeev

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