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

To: John Walliker who wrote (28712)	9/4/1999 8:42:00 AM
From: capt rocky	Read Replies (1) \| Respond to of 93625

some where along the line we are assuming that rambus has come to a revenue halt when the opposite is true. new devices using rmbs must be in the works. tate has stated that pc. rdram is only 35% of indicated revenue. as always you gotta believe. rocky

To: John Walliker who wrote (28712)	9/4/1999 8:55:00 PM
From: Jdaasoc	Respond to of 93625

John: I never looked at Infineon site in about a year. I visited web site and looked for informative Rambus white paper again. They updated it and it implies that 1/00 is the quarter that Infineon starts shipping 128 MB RDRAM chips. I guess you can't start rocking and rolling with RDRAM until you have testing devices and revised mask of vendor compatible RDRAM design. infineon.com I will keep my large "phantom long" short PUTs and trade long stock whenever RMBS gets gets beat up by non-delivery announcements all during the 4Q. Plan to be permanently long by end of year on stock dip by writing short PUTs @ 110 or 120 and getting assigned in DEC or JAN. John