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

To: unclewest who wrote (28618)	9/3/1999 6:34:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

quick! put on a life vest. here comes another damn wave. lsilogic.com

To: unclewest who wrote (28618)	9/3/1999 7:55:00 AM
From: capt rocky	Respond to of 93625

uncle west re:28618 you should post it on daves deadly thread.

To: unclewest who wrote (28618)	9/3/1999 9:01:00 AM
From: Glenda King	Read Replies (1) \| Respond to of 93625

unclewest, THE SKY IS FALLING, THE SKY IS FALLING!!!!!! Chicken Little

To: unclewest who wrote (28618)	9/3/1999 9:14:00 AM
From: Matrix_Man	Respond to of 93625

If it means Dell is going to come crashing down, then I guess we could just protect our RMBS long position with a DELL short hedge! LLLOL!!!

To: unclewest who wrote (28618)	9/3/1999 10:30:00 AM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <Dan: Given the projected output of Rambus medium term, it may just signify a collapse of Dell sales. absolutely incredible statement...> Unclewest, are you quite certain that Dell and the other Rambus users are going to receive drdram chips at the levels that they need to sustain their production levels in the near term? Like October? How can you be so certain since there seems to be much concern about this throughout the industry including at Intel? If there is not enough supply do you think that it would be bad news for Rambus and maybe even affect their stock price negatively?