Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: Alan Hume who wrote (19277)	4/27/1999 12:26:00 PM
From: Mark Rosneck	Read Replies (2) of 93625

Alan et al, Here's the URL for one of the presentations given in Taiwan. It is the most bearish view of Rambus I've seen. platform99.com The presentation is by Bert McComas, InQuest Market Research, who I notice is one of the organizers for Platform99. I'm personally not familiar with InQuest. However, I believe there is grain of truth(s) to his points. I'd be most interested in perspectives on how relevant these grains will actually turn out to be. Regards, Mark For the record, I'm a whopping 140 shares LONG.

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