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

To: Tenchusatsu who wrote (33497)	11/1/1999 4:07:00 AM
From: wily	Read Replies (2) \| Respond to of 93625

I'm fairly new to the anti-RMBS side, but I think your pop is going to be a no-show (or will be very short-lived). Friday's underperformance showed that the market was listening to the negative side of the RMBS news about Intel letting the market decide rather than the positive stuff about Rambus shipping this quarter. Like Bilow said, I think bigger news would be announcement by Samsung of specific RMBS production plans (or Micron, which is less likely). The DRAM makers are probably in a wait-and-see mode like everybody else to see how much demand there is. Don't you think the OEM's are going to be a little more cautious until they see what demand there is from the consumer and how well the first PC's are received? wily