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

To: Zeev Hed who wrote (26425)	8/4/1999 10:35:00 PM
From: Hunterbob	Read Replies (1) \| Respond to of 93625

Zeev: Is there a summary way for you to explain what you mean by "breaking the $95 line in RMBS has inflicted serious damage, and that will take some time to repair."--and can you give us some idea of how long is, IYO, "some time".

To: Zeev Hed who wrote (26425)	8/4/1999 11:11:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Zeev: Intel can't ship 820 in Sept and Carmel by year end without thousands of people knowing details. The computer manufacturers will have to prepare their staff and their customers ahead of time. RE 95 level broken; What was your opinion of breaking 60 when was that March 99. Current damage with 5-6 million short shares can be repaired in 1 day time with right news. We are talking a stock that has gone up 15 pts several times in last years as well as down 8-9 pts several times as well. WE just need some sign from RAM manufacturers that significant efforts to mass produce RDRAM is happening to make stock explode. It's not Intel paying the BIG royalties the RAM chip manufacturers are. In fact, if no RDRAM is made for 6 months, Intel gets to exercise warrants because Camino will make up 20% of chipsets by year end. jd