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

To: kash johal who wrote (25459)	7/22/1999 2:39:00 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 93625

Kash - RE: "As bert mccomas article questioned funny way to introduce a product - into a rapidly disappearing niche." Ironically, AMD is doing the same thing w/Athlon.

To: kash johal who wrote (25459)	7/22/1999 11:15:00 AM
From: visionthing	Respond to of 93625

Kash--I would like to see you substantiate some of your claims. >Q4 probably 80% of market will be sub $1.5< Where did you come up with this forecast? >won't find RDRAM in anything sub 1.5k next year< Again, this conclusion came from where? >(RDRAM) won't be in anything sub 2k for a while< ??????? With worldwide economic recovery and stimulus--I would maintain that all sectors of the pc market are very much alive. This would also explain why many pc makers have excellent forecasts going forward. rumours of pc death have been greatly exaggerated! And as I should point out, many of Rambus' revenues will be generated in the long-term by sources other than pc makers. I believe that Unclewest and others have substantiated this on many occasions. JMO VT