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

To: IceShark who wrote (30832)	9/27/1999 1:23:00 PM
From: Richard Habib	Read Replies (2) \| Respond to of 93625

Iceshark, the decision at these levels and down into the 50's is relatively binary. Earlier and present disappointments will IMO play little role if RMBS products ship in PCs relatively soon. That will indicate the story is basically intact and the stock will return relatively shortly to the 90-100 area. If present problems extend the launch of RMBS products out a qtr or more, the potential for defections will increase dramatically, thus the risk, thus the stock will likely collapse. Rich