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

To: richard surckla who wrote (35674)	12/9/1999 11:45:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

just finished listening to the call... great stuff! i am back for the 2000-2002 run.

To: richard surckla who wrote (35674)	12/9/1999 11:49:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Where and when was the big speech? Respectfully, we disagree. Sounds like they have sort of given up on their PC DRAM domination dream (thanks Ian, I coined your phrase) Enough said, have a great day all! MileHigh

To: richard surckla who wrote (35674)	12/9/1999 11:49:00 AM
From: JH	Read Replies (1) \| Respond to of 93625

To Thread: FWIW: from Morgan Stanley Dean Witter's Tech Day: ***************** Rambus Conference Call Today; Reiterate Outperform - The call will be at 11:00 AM (EST) and we expect RMBS to discuss strategic issues, including management changes, technology roadmaps, and strategic positioning. We also believe RMBS will unveil a longer-term roadmap - We expect RMBS to suggest the RMBS DRAM architecture can double and quadruple bandwidth over the next several years. We expect RMBS to emphasize that its technology is deployable into any IC product where high-speed IC interconnect is important - Now that Intel's 820 chipset and RMBS's DRAM-based PCs were introduced, we believe RMBS is more willing to discuss its roadmap and technology deployment strategies - We reiterate our Outperform rating. Our near-term earnings estimates remain solid, as is our belief that RMBS's technology will win in the long run ************** With 8 million + shorts, the removal of short-term uncertainties through emphasis of longer-term strategies may comfort potential buyers of the stock, and may potentially cause another almighty short-covering rally. The Dec70 calls are currently at $3-1/4, with the stock at $69-1/2. May buy some at a limit price of $3, expecting the gap from yesterday to be tested again soon. Strange how the stock is not popping yet, given the fact that the conference call should be over by this time. MSDW's endorsement above should already constitute a "buy" recommendation from a major broker on the Street. Guess the numerous "longs and wrongs" (I'm one of them) are too shy to step up to the plate here, having already been burned so many times...