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

To: jmac who wrote (33203)	10/28/1999 6:01:00 PM
From: John Walliker	Respond to of 93625

jmac, I'm suffering an Internet storm... his voice is fading... back again at the IXA. John

To: jmac who wrote (33203)	10/28/1999 6:01:00 PM
From: Smart Investor	Read Replies (1) \| Respond to of 93625

They did say that "it will ship in volume this quarter." Is that not good enough? RMBS's earning will shoot up to the roof after the volume shipping of 820. As I said before, I believe that we will see RMBS's stock price at 200 or more in 2000.

To: jmac who wrote (33203)	10/28/1999 6:13:00 PM
From: Tony Viola	Respond to of 93625

jmac, But, I still haven't heard anything really positve for the 820 yet. Have you? It's been going on for an hour. Hard to beieve the biggest goof in recent corporate history hasn't been talked about in detail. Oh, I think the floating point divide problem in the original Pentium was a little bigger, and qualifies still as recent. Not to defend Intel, but, (you knew I would anyway) Intel is under a microscope far more than any other high tech company. Anyone else can screw up badly and you never hear about it. Two reasons: 1. Anybody and everybody that calls himself a high tech stock analyst, and can string two sentences together, thinks he can analyze, and slam if he wants to, Intel. That's because everybody thinks they know the microprocessor business, whether they do or not. They don't understand networks, or enterprise storage, so companies like Cisco and EMC get left alone. 2. Well, about the same reason: Intel's products are about as publicly known nowadays as Coke's and McDonalds'. So, all consumers like to read about, and somewhat understand, Intel. Back to #1. If Rambus is joined at the hip, or something, with Intel, welcome to the emotional, and $$$ roller coaster ride. But, you already knew that. Tony