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

To: pompsander who wrote (31150)	9/29/1999 12:17:00 PM
From: denni	Respond to of 93625

the bus at 90 on oct 25. the bus will be ready to roll with that coppermine 733 engine.

To: pompsander who wrote (31150)	9/29/1999 12:28:00 PM
From: Alex Fleming	Respond to of 93625

Most likely situation in my opinion- Intel will release Camino with Coppermine which they should have done in the first place - Beginning of November Coppermine + Rambus will be well received with plenty of pentup demand and lots of PR. Edelstone will upgrade in January restating his 150+ price target. By this time RMBS will be trading above 100 and will start to gain momentum with every successive release of faster coppermines.

To: pompsander who wrote (31150)	9/29/1999 1:16:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

OTOTOTOTOTOTOTOTOT Does anyone remember a couple of weeks ago I asked about a company called InterNAP, founded by some friends up in Seattle, going public? They were giving us a chance to buy some "friends of" shares at the IPO price? We just received a call this morning that today is the IPO. CNBC just reported that while INAP hasn't opened yet, it's being bid up to $45 from the $20 IPO price. We didn't get that many shares, but it takes a tiny bit of the sting out of recent losses <G>. Dave <edit: Just hit the boards. Trading at $64 right now.><Now at $71>

To: pompsander who wrote (31150)	9/29/1999 1:17:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

pompsander, Re: "forecasting game" Well, I think folks will give rambus another chance and buy on the hype. If the 2 RIMM solution works out in time for coppermine in November then we are OK and we should have a $100 stock again this year. If we miss coppermine and the 820 needs to be fixed then we are looking at Q1 2000 at earliest. That would imply a large missed opportunity and I beleieve we might see PC133 in huge volumes by Q1 2000 with some PC266 DDRDRAM starting to ship. I expect the market to be much less forgiving if we launch 3-4 months out. Just my speculation of course. I anticipate the 2RIMM solution will be fine. regards, Kash