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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (24874)	7/15/1999 7:17:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Jd, I haven't seen anything concrete myself. For a change, all the news has been good lately and Intel keeps reiterating that things are on track. I expect that once Camino starts shipping, we'll hear again from the AR (Anti-Rambus) crowd that there will be no performance improvement and that it's too expensive (and they'll say it again once systems start shipping). That will generate some uncertainty for some. After that, the earnings numbers should start growing with shipments and, unless it goes more slowly than we're expecting (and we may have to rein in our unbridled enthusiasm a bit <g>) we're off to the races. I'd say that the current stock price reflects the reduction in uncertainty <G>. JMO, Dave p.s. I bought a tiny bit more this morning at 105 9/16 (just after the first little peak). I didn't expect a 10-ish% profit in the next 4 hours.