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

To: unclewest who wrote (25736)	7/26/1999 3:01:00 PM
From: Burgoo	Respond to of 93625

Yes you are correct, the 50% is for two years out. But lets take 35% for next year. Compaq will be shipping 0% of consumer pcs through July. They were one of the largest supporters according to the article. That means that for the last 5/12 of the year practically all of their pcs would have to be Rambus. Do you think that will be the case?

To: unclewest who wrote (25736)	7/26/1999 7:20:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Unclewest: Why do you think I reduced my position in RMBS upon comprehending the reality that 50% market share was now in 2002 not 2001. I expected the market to discount the $117 stock price to reflect reduced earnings in 2000 and 2001. It seems that understanding economic fundamentals is not a forte on SI board. I am going to be back in starting @ 85. I know downgrades will come soon allowing us to go from neutral to oversold condition real quick.