Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.35

+5.4%

3:59 PM EST

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To: Richard Habib who wrote (19777)	5/9/1999 2:38:00 PM
From: unclewest	Read Replies (2) of 93625

read this very slowly twice. Barrett: We are still very excited about the prospects of RDRAMs. But it will basically be an issue of availability, cost and performance. We had hoped that [the RDRAMs] would be available about mid-year. That looks like it will slip to the third quarter. [But this] really depends on whether the DRAM suppliers who are supplying RDRAM can produce the product at the right speed at the right cost. If they are not able to compete with the 133-MHz SDRAM or whatever the alternatives are, then it could be a real challenge. But we still think that RDRAM has a strong technical capability. Unquote sounds like a great negotiator hedging his bets, making a typical ceo statement. these guys are trained by the lawyers to never project positive statements about another companies products or production. part of lawsuit avoidance 101. rmbs employees hedge the same way as do all others.

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