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

To: jmac who wrote (34015)	11/5/1999 10:17:00 AM
From: Ian Anderson	Read Replies (1) \| Respond to of 93625

I don't think Comdex will boost RMBS much unless we see a significant number of Taiwanese manufacturers like ASUS, FIC, etc. coming out with low cost 820 designs. That would validate the market share predictions. We have pre-announcements from all the important Western manufacturers, Dell, Compaq, IBM, HP already, and I think they are already factored in. There might even be a "sell the news" effect during the show. The way I see it the next big hike will come when the news of real earnings leaks a few days before they are announced, or if we get some upgrades.