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: Stuart Steele who wrote (21094)	5/29/1999 12:31:00 PM
From: Zeev Hed	Read Replies (1) of 93625

Stuart, I am not sure,, they were making a very strong case that the PC133 is enough for them short term, and that that will be followed by DDR Dram, and later they alluded in their "technology roadmap" to a new standard they currently call DDR 2. Whether the case they were making is solid or not, I am not sure. I am pretty sure that a lot of Caminos are going to be boxed in the fourth quarter, and if some of these boxes will have an IBM name tag, they probably are going to have "Rambus Inside". In any event, even just the "uncertainty" could cause some wild gyrations next week. For the agile one, writing some $70 or $65 covered calls might be a short term protective strategy. Zeev

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