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

To: Don Green who wrote (35446)	11/30/1999 5:24:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Don: John, I think you have flipped-flopped more than anyone since coming to this thread? So, just for the record, are you Bullish or Bearish, Short/Medium/Long term for Rambus at this "exact moment in time I am bearish short term. I can live with a 60-72 trading range medium term. I am still currently bullish LT. It all depends on PC133/DDR prospects. If Timna is on schedule for 2H00 and those systems are under $700 price point, we will need to see major price reductions in RDRAM for any reasonable chance of getting even one RIMM in them. If RDRAM doesn't come down in price, RDRAM is still have a hard time covering a healthy percentage of the computer market that is performance desktop and workstation. The performance desktop / workstation is 40% of the market and RMBS needs to cover more than 50% of that market for it to hold it's stock price above $70. john