Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: unclewest who wrote (29715)	9/16/1999 6:58:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

clips from a yahoo post today... this from a regular rmbs short poster. I just heard from Dataquest and the update is good news for long position.... 1999, 2000, and 2001 estimates are largely unchanged....the pricing going on now is already factored in 2002 is dramatically increased because the building of new factories was delayed by a year because of worst than expected margins this year. Point being made here is that the revenue in the DRAM business is tied to supply and demand, not technology. 2002 forecast raised from 33B to 62B !!!!