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

To: Bilow who wrote (34086)	11/7/1999 2:39:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: I keep telling you that I am a low level guy... Hi Carl, You've brought up relevant factors from all levels of production, distribution, and end use of these parts, right up to the level of macroeconomic impacts in some of your past messages - If you don't have an understanding of all levels, up to and including foreign trade policy impacts and implications, then none of us do (certainly including me). But thanks for your direct comments on the semiconductor market requirements and possible signs of changes in that market to be on the lookout for. With 840 and a weakened 820 chipset looking like they're finally going to hit the market, somebody has got to announce a rambus production restart pretty soon. It still looks like single digit market penetration for next year - at least that's my estimate. Maybe JDASSOC will chip in with some thoughts. Regards, Dan