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


To: Dave B who wrote (34234)11/11/1999 1:30:00 AM
From: Tenchusatsu  Respond to of 93625
 
Dave, <It sounds as if you don't think we'll get much of a pop next week.>

I think we already saw our pop a week and a half ago when Barrett made his comments. I've still got a position, just in case I'm wrong, but I think the next step for this stock is any hint of healthy RDRAM sales. And that sort of news will take a while to come.

Meanwhile, the anti-Rambus coalition will try their very best to convince the market to move to DDR and forsake RDRAM systems. I think at Comdex we'll see some product pre-announcements of DDR-based chipsets and systems. That might be enough to offset the good news of the 820 relaunch.

Tenchusatsu