Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 121.64

-2.3%

Jan 29 3:59 PM EST

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To: Don Green who wrote (21423)	6/2/1999 12:19:00 AM
From: Zeev Hed	Read Replies (2) of 93625

Don, such margin calls in the commodity business will cause a sharp decline there, but a spike like decline and bounce back, not a permanent one, I am more worried of the deflationary implications of the CRB coupled with our own persistent large budget surplus (historically, the market tanks badly after a year or two of budget surpluses that are not just marginal one). Zeev

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