Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Dave B who wrote (17834)	3/25/1999 8:42:00 PM
From: MileHigh	Read Replies (2) of 93625

Dave, With all the hype surrounding $500 systems, $2000 systems aren't going to be a big Christmas topic The big hits will be hand helds and those type appliances, IMO. This is a real issue going forward for the boxmakers, especially DELL. Also, I love your analysis- One, RDRAM will not appear out of thin air, it will be introduced only in the most expensive systems first and then trickle down. Secondly, yields will not improve until sales improve and thus it is depended on above statement. Basically, this will take time, there is no quick fix and thus the lack of interest currently by WS. MileHigh

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