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


To: Elmer Flugum who wrote (36832)1/31/2000 4:47:00 PM
From: Steve Lee  Respond to of 93625
 
If you find any stuff relevant, please DO post. I don't have time to read every post so if something is important I'd rather get a second chance to see it if I've missed it and if I have already seen it, I won't bother reading it again! I think that article is interesting because it gives two views of Rambus's potential market share from analysts with different biases. Why this was labelled as FUD I do not know. If an analyst, biased or not, is making public comments on a stock I am in, I want to know.



To: Elmer Flugum who wrote (36832)1/31/2000 9:21:00 PM
From: jim kelley  Respond to of 93625
 
No problem. More UD than FUD. They seem to be saying that they do not know what the marketshare will be at the end of the year. Meanwhile, 4 of the DRAM companies are ramping production and delivering parts. I think we will get a better feel for this thing at the end of Q1.