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

To: jmac who wrote (29381)	9/12/1999 9:06:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

what do you see RMBS stock doing for the remainder of this year. Do you have an expected high price for 1999? jmac, thank you for the kind words. i carefully try to avoid stock price questions. i have often admitted that i am not a good trader. i am 110% convinced that rambus is a sure winner. the one prediction that i have often made is that the years 2001-2002 will be huge for rmbs. i expect a significant run-up from here into 2001. we will have 8 dram mfrs in full rdram mass production by the first of the year. they represent over 90% of the industry capacity. samsung has made their production plan announcement, we have 7 more to go. it would not surprise me to see those seven announcements combined with the sept 27 release of camino and the october release of coppermine generate a quick double or better. over the next few weeks we get the full marketing muscle of intel, dell and all the other oems flexing rambus. dell said they expect their customers to "demand rambus". i believe them. notice that the shorts have given up on the rambus costs more theme. the current price increase in sdram is incredibly perfect timing for us. at the rate sdram price is currently going up, it may be more expensive than rambus on sept 27. unclewest

To: jmac who wrote (29381)	9/12/1999 9:08:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

the price gap between rambus rdrams and sdrams continues to close rapidly from the bottom up. this was predicted by the rmbs ceo last feb. this is grreat news for rmbs. unclewest >>Spot Price of 64 M DRAM Breaks $13 Mark SEOUL, Sept 9 Asia Pulse - The international spot price of a 64-M DRAM chip surpassed US$13 just a day after breaking $12 in the U.S. spot market, business sources said Thursday. The spot price for a 8-M X8 PC-100 hit $12.40 to $13.41 Wednesday, compared with $11.79 to $12.75 a day earlier. But the 64-M DRAM prices for items other than the 8-M X8 PC-100 remained unchanged, indicating that the price upsurge is confined to the 8-M X8 PC-100, according to the sources. The price for the item, involved in severe gap between supply and demand, is expected to rise further for the time being, but 64-M DRAM prices as a whole are expected to slide after peaking at around $15.<<